AMEYA

Stay on top of your complete financial portfolio with AMEYA, the ultimate app designed
to oversee all your financial assets effortlessly:
Manage Your Investments:
 Mutual Funds
 Equity Shares
 Fixed Deposits
 Insurance Policies

Key Features:
 Comprehensive Portfolio Reports: Download detailed reports covering all your
investments.
 Track Performance: Easily view the historical performance of your portfolio.
 Transaction Statements: Access statements for any period with ease.
 One-Click Account Statements: Instantly download statements from any Asset
Management Company (AMC) in India.
 Advanced Capital Gain Reports: Get in-depth insights into your capital gains.
 Online Mutual Fund Investments: Invest in any mutual fund scheme or New
Fund Offer (NFO) and track your orders till unit allotment for complete
transparency.
 SIP Tracking: Stay updated with your active and upcoming Systematic
Investment Plans (SIPs) and Systematic Transfer Plans (STPs).
 Insurance Monitoring: Keep track of all your insurance premiums and due
dates.
 AMC Folio Details: View and handle folio information registered with each AMC.

Financial Calculators:
 Retirement Calculator
 SIP Calculator
 SIP Delay Calculator
 SIP Step-Up Calculator
 Marriage Planning Calculator
 EMI Calculator

With AMEYA, managing your financial life has never been easier.

Recent changes:
- Revamped Investor and Advisor Dashboards
- Calendar added; AUM Reports moved to Menu
- Portfolio revamped with Active Units XIRR
- Reasons to Connect added to Advisor Dashboard
- Baskets live for NSE and MFU users
- Support chatbot added
- CAMS SOA Request now working
- Fixed multiple users registered error on mobile login
- Calculators revamped
- Managed/External filter added to Portfolio and Investor Dashboard
- Improved app stability, performance