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 ClassesAdd family members Recent Transactions for MFCheck Holding Report for MFCheck P&L Report for MFGet Reminders: (Asset Maturity, Insurance Premium Reminders, SIP Reminders, EMI Reminders etc)Schedule tasks for your AdvisorTask ManagerCurrent Goals linked with your existing investmentsE-locker facility to save all your personal documents and insurance policy copiesNote: This app is for the existing clients of Orbit Financial Services. If your account is inactive, mail us at: [email protected] to activate it.
PS: If you are not an existing client and want to create your account, you can write to us at: [email protected]