Many of us have our savings and investments in different banks,AMC’S . we may have salary ac in 1 bank and savings ac just to save money like rd’s and fd in other banks.
We may have invested in several mutual funds. Few life insurance policies
But how do u keep track of all ur details regarding this periodically and get the consolidated report from it.
Let me share what I do.
I keep track of all details using a portal called www.perfios.com
All u have to do is sign up for this and add ur bank/MUTUAL fund/insurance ac details which is one time activity.
Then onwards viewing of updated details is just one click away .. the moment u press Auto update portal with sync with ur bank/MUTUAL fund/insurance ac and show u the updated details .
Thus u can keep track of all those and generate consolidated reports for ur reference
Majority of its features are free .
Perfios App can also be downloaded in the mobile
Email/sms alerts are also available
Uploads of statements possible
Generate reports in xl/pdf format
If u want to keep track of only mutual funds u can also have a profile in WWW.valueresearchonline.com
There are other method to get consolidated reports like CAMS/karvy.
So this was abt my way of keeping updates.
we should definitely try out some soft wares which provide a different options and features to securely track the data periodically, there is lot they provide free of cost and all you need is to put your data there
If any other methods are there please do share