Free financial tools for your personal finance!
Updated on 15-07-2021
Managing your money successfully includes keeping a close eye on your expenses. One way to do that is to take advantage of free tools and services. Free personal finance tools can robust & track spending, create and manage budgets, and see your mutual fund reports.
One of the primary concerns for the investors is about fund performance on a regular basis.
CAMS and Kfintech being the most trusted brands for providing the statements for your investment but fail to provide all in one place.
For example if you have investment in ICICI prudential mutual and Axis mutual funds,respectively. To fetch ICICI Mutual fund report will have to either login to ICICI prudential website or you can get it from CAMS. Similarly you can get Axis Mutual fund reports from Kfintech, so CAMS will provide you ICICI statement, Kfintech will provide you Axis statement.
But with us GIIS Financial, you get to see the Consolidated Account Statement (CAS) of all your investments with updated value at one platform including historical transaction report, Capital Gain report and risk review report. Whereas CAMS and kfintech provides you the statements related to their mutual funds company only.
It becomes very difficult to keep a record of so many ID passwords to get the same set of information. But with us GIIS Financial it can be accessible by just a single ID Password through the website www.giisfinancial.com or through android app MF Uncle. Only condition is, you need to give permission to the associated registrar in favor of ARN 40443 to update your data.
You can have the free financial tools of GIIS financial to keep more of your money in your track and plan accordingly.
Doesn’t matter if you are a regular investor or a seasoned investor, planning your investments is the first and essential step towards your investment journey. To help you plan and make a well-informed decision for your financial goals such as retirement, first car, child’s higher education, secure child’s future. We have a financial planning tools section https://www.giisfinancial.com/planning/ which is simple and easy to use, with which you can create your own customized investment plan as per your goal and estimate the maturity value.
You can create your investment portfolio which would be a step towards wealth accumulation. If you don’t know where to begin from, then we are here to help you. Investing in Mutual Funds is paperless and hassle-free at GIIS Financial.
*Mutual Fund Investments are subject to market risk, read all scheme related documents carefully.
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