Orbit- My Portfolio Manager

Orbit- My portfolio Manager is a Personal Finance app for clients of Orbit Financial Services to track their investment portfolio. You can track Mutual Funds, Insurance, Equity etc. All your investments can be linked to the future goals that you many have!
Key Features-
View Investments Across All Assets Classes
Add family members
Recent Transactions for MF
Check Holding Report for MF
Check P&L Report for MF
Get Reminders: (Asset Maturity, Insurance Premium Reminders, SIP Reminders, EMI Reminders etc)
Schedule tasks for your Advisor
Task Manager
Current Goals linked with your existing investments
E-locker facility to save all your personal documents and insurance policy copies

Note: This app is for the existing clients of Orbit Financial Services. If your account is inactive, mail us at: customercare@orbitfin.com to activate it.

PS: If you are not an existing client and want to create your account, you can write to us at: kshitij@orbitfin.com