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All Services

Portfolio Viewer

Here's what portfolio viewer offers you

Tracks all your investments, through daily price updates. Get a consolidated view of your multiple mutual funds transactions. Know your best and worst investments at a glance and much more.

Summary

Quick summary of all current or all previous investments. The chart includes investment amount, current values, dividend paid, redemptions, absolute returns and XIRR (Internal Rate of Return ).

Transaction History

Displays history of transactions that have taken place in your mutual funds across different time horizons.

MF SIP Tracking

Get updated MF systematic investment plan (SIP) installments .All the updated without any effort or input from the investors end.

Fact Sheet

Gives you a financial snapshot of all companies in your portfolio. Displays the latest factsheets of the funds in your portfolio.

Consolidated Portfolio View – a one view of your portfolio across All Mutual Funds.

PAN Level Portfolio View – Track and manage your family wrap portfolio conveniently

MF Tally

A powerful engine in the "UTILITY" section of the online portfolio viewer. This feature compares your portfolio performance against BSE Sensex for different time horizons. Exceptional tool to figure out where to increase allocation and what funds to exit from.

Dividends

Track current and historic dividends declared by your mutual funds. This gets auto updated your MFs for dividend payouts and re-investments

Allocation & Holding

Displays the percentage of debt and equity in your portfolio and different sectors you have invested. It also displays what percentage of your total investment belongs to which sector.

Online Mutual Fund Investments

We at Dynamic Tech services are providing all our investors facility for investing online, through a common integrated facility. Now no need to memorize different User ID and passwords for different Mutual fund investments .It can now be done securely and conveniently from one log in. We also assist you in completing your KYC and other formalities.

Common One Time Mandate ( OTM) – Register one mandate and you can set up any number of SIPs, make additional purchase across funds; Say no to separate mandate for every SIP & Net-banking.

Once registered for online transactions Open a new folio with ease without hassles of additional paper work and cheques.

Submit additional purchase, redemption, switch , STP , SIP instructions effortlessly

One view of your Systematic investments - Keeping a track of multiple SIPs is a breeze

Mobile application

Download Tech dynamic app ( For both Android and IOS devices) and discover faster, easier and smarter ways to transact in Mutual Funds. Techdynamic app brings a host of features that allows you open new folios, purchase, redeem, switch , STP and SIP and stay updated on your investments across Mutual Funds.

FEATURES:
  • Access your investments across multiple Mutual Funds through Single Gateway; No more managing multiple PINs, Folios numbers, login Ids
  • Consolidated Portfolio View – a one view of your portfolio across All Mutual Funds.
  • PAN Level Portfolio View – Track and manage your family wrap portfolio conveniently.
  • Submit additional purchase, redemption, switch instructions effortlessly.
  • One view of your Systematic investments - Keeping a track of multiple SIPs is a breeze.
  • Calculating your financial goals is a childs play with techdynamic app.
  • Stay connected to your Mutual Fund investments with techdynamic app …. always

Report generation

Our customers can generate numerous reports related to their mutual fund investments

Capital gain statements

This report can be generated for any individual and can be generated financial year wise. No more hassels of calculating your capital gain manually at the time of filing your returns.

Account statements

This is a convenient mode of looking at all the transactions in your funds for your analysis. This statement can be generated “folio wise” and “Scheme wise”.

Current Holdings

This report gives a consolidated view of all your mutual fund holdings in “ Total units” and “Total amount”as on date .

Alert generation

Our customers can generate numerous reports related to their mutual fund investments

Alert for premium payments:

For the life insurance and general insurance ( Motor and health)policies which have updated in our system , you would receive a premium payment due alert 15 days in advance so that you can plan and make payments on time.