TruNeevesh

TruNeevesh – One App to Track All Your Investments.


TruNeevesh is your smart, secure investment tracking app, built to simplify how you view and manage your entire financial portfolio.

Track everything in one place: Mutual Funds, NPS, PMS, Bonds, SGBs, Fixed Deposits, IPOs, LAS (Loan Against Securities), and custom assets like real estate or PPF. Whether you're investing for yourself, your family, or managing assets from abroad—TruNeevesh helps you stay informed and in control.

Key Features:

• All-in-One Investment Dashboard
Track Mutual Funds, PMS, NPS, Bonds, FDs, SGBs, and manually added assets in a single, clean view.

• Track Your Financial Goals
Set and monitor life goals like retirement, education, home buying, and more—linked to your investments.

• Instant Portfolio Reports
Generate portfolio summaries, capital gains, XIRR, asset allocation reports and performance insights on demand.

• Live IPO Tracking & Apply
Stay updated with ongoing IPOs and apply through integrated platforms with ease.

• Loan Against Securities (LAS)
Access liquidity by exploring LAS options without redeeming your investments.

• Smart Reminders & Notifications
Never miss a SIP, maturity, or renewal with timely in-app alerts and updates.

• Family Portfolio Tracking
View and manage investments for all family members under one login.

• Secure Document Vault
Store investment documents, reports, and proofs safely in your personal vault.

• Enterprise-Grade Data Security
Your data is encrypted and protected with robust security protocols.

• Backed by 35+ years of financial expertise

• Trusted by clients across the world

• Built for individuals, families, and NRIs

Download TruNeevesh app today and take charge of your financial future: organized, goal-driven, and stress-free.