Orbit - My Investment Manager icon

Orbit - My Investment Manager

Kshitij Sheth
Free
4.0 out of 5

About Orbit - My Investment Manager

As Orbit enters 15th year of it's foundation, we are upgrading our Investor Mobile App with amazing new features.

Orbit- My Investment Manager is a FREE app brought to you by Urjita Financial Services Pvt Ltd


This FREE App is for Investors to track their Investment Portfolios, Investments and Goals

Key Features of the app:

1. Family Portfolio- Check updated Family Portfolio and check your CAGR & XIRR returns

2. Applicant Portfolio- Check updated Applicant wise Portfolio

3. Asset Allocation- Get the details of your assets in Equity, Debt, Hybrid, International Equities along with sector Allocation

4. Goal Based Financial Planning- Link all your Investment goals with your folios to know the status of your Goal Achievement

5. Scheme Allocation- Total exposure in different schemes and its current value

6. Transactions- Check all your transactions which have been done since beginning

7. One Day Change- Check how your Schemes performed yesterday

8. Latest NAV- Track the NAV for any schemes

9. Scheme Performance- Check the Top Performing Scheme based on returns

10. By Folio - Check your scheme wise and folio wise balance units and current values.

PS: To access this app you must have Online Portfolio Viewer Account provided by Urjita Financial Services Pvt. Ltd. To have an account with us please email us at

kshitij@orbitfin.com

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