Where can I see my portfolio audit report?
You can view your portfolio audit report and recommendations on the‘Dashboard’ tab → ‘Action Plan’ section → ‘Portfolio Audit’ card
Where can I find all my investments?
All your investments will be visible under the ‘Wealth’ page in the ‘Wealth’ tab.
FAQs for Transaction Process
What is the ‘Transact’ tab? ‘Invest’ is now renamed to ‘Transact’‘Transact’ brings together all your transactional requirements. You can do everything listed below and much morea. Start a new investment, one-time or SIPb. Explore new investment plans and productsc. View...
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