MoneyTree by Siddarth Sharma

MoneyTree by Siddarth Sharma is a app brought to you by Siddarth Sharma

This App is for Investors to track their Investment Portfolio and know about our services.

Products covered include Mutual Funds & Equity Shares.

Key Features:

1. Family Portfolio - Check updated Family Portfolio.
2. Applicant Portfolio - Check updated Applicant wise Portfolio.
3. Asset Allocation - Get the details of your Net Worth and its composition.
4. Sector Allocation - Get to know sector-wise allocation of your investment.
5. Scheme Allocation - Total exposure in different schemes and its current value.
6. One Day Change - Check how your Schemes performed yesterday.
7. Latest NAV - Track the NAV for any schemes.
8. Scheme Performance - Check the Top Performing Scheme based on returns.
9. By Folio - Check your scheme-wise and folio wise balance units and current values.
10. Tools - Contains different financial calculators for your help.

PS: To access portfolio in this app you must have Online Portfolio Viewer Account provided by Siddarth Sharma.

To get an account with us please email us at SIDDARTH.SHARMA@MONEYTREEADVISORS.COM