My Portfolio For Client vs Sanjay Sohal

My Portfolio is the Mobile App dedicated to the Mutual Fund Investors to analyse, monitoring and viewing purposes. With the help of this app, the Investors also track the various information about the Indian Mutual Fund industry.

Sanjay Sohal is exclusively for investors registered with Sanjay Sohal. Access is restricted to Sanjay Sohal clients; users associated with another distributor cannot sign in or use this app. The app helps Sanjay Sohal clients manage their mutual fund journey with guidance and support from their distributor. The app brings portfolio tracking, mutual fund opportunities, goal planning, SIP management, reports, insurance tracking and useful financial tools into one simple experience. Why Sanjay Sohal? Sanjay Sohal helps you stay connected with your distributor, view your investments clearly and take key actions across your financial journey. Key Features - Mutual Fund Opportunities View curated mutual fund opportunities shared for your investment needs. Start SIPs or make one-time investments through a simple guided flow. - Portfolio Tracking Track current value, invested amount, returns, SIPs, SWPs, STPs and fund-wise holdings in one place. - Goal-Based Investing Create and track goals such as home, education, retirement or wealth creation with clear progress and target tracking. - Family Portfolio View View investments across family profiles from one dashboard for easier monitoring. - Fund Details Check NAV, returns, risk rating, fund manager, holdings, fund information and portfolio composition before investing. - Risk Profiling Take a simple quiz to understand your investor profile and risk comfort. - Reports & Statements Generate and download capital gains, portfolio valuation and holdings / SOA reports. - CAS Wealth Analysis Upload CAS reports to view a broader analysis of mutual funds, demat holdings and insurance details. - Insurance Tracking Add and manage insurance policies, track premiums, renewal dates, active policies and expiring policies. - Banks & Mandates Manage bank accounts and mandates required for SIP and investment transactions. - Calculators & Planning Tools Use calculators for SIP, Lumpsum, EMI, tax-saving, retirement and other financial planning needs. - Distributor Support Stay connected with your distributor for assistance, opportunities and investment-related support. Sanjay Sohal helps you invest, track, plan and manage your financial journey with clarity and convenience. Access: This app is intended exclusively for Sanjay Sohal clients. Only mobile numbers registered with Sanjay Sohal can sign in via OTP. Users of other distributors cannot access the app. Service operated by Sanjay Sohal under AMFI Registered Mutual Fund Distributor | ARN-102949.