Gupta Investments Financial Services Pvt Ltd offers a comprehensive platform that covers a wide range of financial services and tools to help users manage their financial portfolio effectively. Heres a breakdown of the key features and offerings mentioned in the description:1. **Portfolio Management:** Gupta Investments Financial Services Pvt Ltd provides a platform to manage various financial assets, including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, Portfolio Management Services (PMS), and Insurance.2. **Detailed Reports:** Users can access a detailed report that summarizes all their financial assets, allowing them to have a comprehensive overview of their portfolio.3. **User-Friendly Login:** The platform offers easy login through users Google email IDs, simplifying the access process.4. **Transaction Statements:** Users can generate transaction statements for specific periods, aiding in tracking their financial activities.5. **Capital Gain Reports:** The platform provides advanced capital gain reports, which could help users analyze their investment gains and tax implications.6. **Statement Downloads:** Users can download statements of account with just one click for any Asset Management Company (AMC) in India, adding to the convenience.7. **Online Investment and Tracking:** Users can invest in mutual fund schemes and new fund offers online. The platform also offers order tracking until unit allotment, ensuring transparency in the investment process.8. **SIP (Systematic Investment Plan) Reports:** The app offers reports to keep users informed about their ongoing and upcoming SIPs (a form of investment) and STPs (Systematic Transfer Plans).9. **Insurance Premium Tracking:** Users can use the platform to keep track of insurance premiums that need to be paid.10. **Folio Details:** The app provides details about the folios registered with each Asset Management Company (AMC), aiding in organization and management.11. **Financial Tools and Calculators:** Gupta Investments Financial Services Pvt Ltd offers various calculators and tools, such as a retirement calculator, SIP calculator, SIP delay calculator, SIP step-up calculator, marriage calculator, and EMI calculator. These tools can assist users in making informed financial decisions.Overall, Gupta Investments Financial Services Pvt Ltd provides a comprehensive platform designed to assist users in managing, tracking, and optimizing their financial assets and investments. The platform also includes a range of calculators and tools to aid in financial planning and decision-making. Its important for users to thoroughly explore the platforms features and ensure that it aligns with their specific financial needs and goals.
Gupta Investments.
