Investor Shoppe

Investor Shoppe is your comprehensive wealth management app, designed to help you manage and monitor your complete financial portfolio in one place. Whether you're tracking mutual funds, equity shares, bonds, fixed deposits, portfolio management services, or insurance policies, this app gives you complete visibility and control over all your assets.

Stay informed with detailed portfolio reports you can download instantly, complete with performance history across all your holdings. Access transaction statements for any period and generate advanced capital gains reports to understand your tax implications. The app makes it simple to download account statements directly from any Indian asset management company with just one click, saving you time on paperwork.

Invest directly within the app across any mutual fund scheme or new fund offer, then track your orders in real time until unit allotment. Monitor your SIPs and STPs with dedicated reports showing what's running now and what's coming up. Keep your insurance details organized with premium tracking to ensure you never miss a payment deadline.

Widen your financial perspective using built-in calculators and planning tools: estimate your retirement needs, calculate SIP contributions, explore step-up scenarios, plan for life events like marriage, or determine your EMI obligations. Secure access via your Google email means quick login without managing another password.

Take command of your wealth management strategy with Investor Shoppe, your single platform for portfolio transparency, investment tracking, and financial planning.