Aster Assets 9.0.9

Aster Assets offers a comprehensive platform designed to facilitate all your investment management needs. This advanced application provides users with a centralized view of their complete financial portfolio, encompassing various asset classes including:

• Mutual Funds
• Equity Shares
• Bonds
• Fixed Deposits
• PMS (Portfolio Management Services)
• Insurance

Notable features include:

• The ability to download detailed portfolio reports that consolidate all assets.
• Easy access to historical performance data of your investments.
• Simplified login via Google email credentials.
• Generation of transaction statements for specified periods.
• One-click download of account statements from any Asset Management Company in India.
• In-depth capital gain analysis reports.
• Online investment capabilities across mutual fund schemes and New Fund Offers, with transparent tracking of order statuses from placement to unit allocation.
• SIP management tools, including summaries of active and upcoming SIPs and STPs.
• Insurance premium tracking to monitor payables.
• Access to folio details registered with various AMCs.

The platform also provides several calculators and tools to assist with financial planning, including:

• Retirement Planning Calculator
• SIP Investment Calculator
• SIP Delay Calculator
• SIP Step-up Calculator
• Marriage Budgeting Calculator
• EMI (Equated Monthly Installment) Calculator