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Get insights about your Mutual Funds investments

With Portfolio Overview by

Glide invest

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Portfolio tracking at it’s best!

Get insights about where your money is invested. The asset classes, sub-categories etc.

Check out what is the daily, historical value of your portfolio as well as each fund.

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Get insights about where your money is invested. The asset classes, sub-categories etc.

Check out what is the daily, historical value of your portfolio as well as each fund.

Discover how much percentage of your portfolio has commission funds.

Get answers to all your questions with help of our On-call expert.

Discover how much percentage of your portfolio has commission funds.

Get answers to all your questions with help of our On-call expert.

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Get it done.Once you reach the Portfolio Overview section from Profile, it’s just 3 simple steps.

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Step 1.

On the app home page select the option of uploading your CAS

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Step 2.

Enter your email ID and generate your CAS

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Step 3.

Once CAS recieved, upload or forward.

FAQs
What is asset allocation?
Asset allocation is the implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according to the investor’s risk tolerance, goals and investment time frame.
Goal based investing is a process of investing in specific instruments to achieve a particular financial goals. The choice of financial products is dependent on the investors risk tolerance, duration of goal and investible corpus. Some examples of investment goals are retirement, child’s education, travel & vacations. Glide Invest’s algorithm recommends a holistic portfolio for each individual goal with exposure to several asset classes so that you enjoy stress free returns at a low cost.
Asset allocation is the implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according to the investor’s risk tolerance, goals and investment time frame.
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