πΉHow iNVESTT Track Mutual Funds?
Last updated
Last updated
At iNVESTT, we exclusively recommend direct mutual funds using our advanced AI technology. Our AI is not limited to mutual fund recommendations alone; it automates the entire process from advising to reviewing and tracking, making everything seamless and efficient.
Once you subscribe to our portfolio and invest in the funds we recommend, you'll have the option to track your portfolio in your dashboard.
Simply provide your CAMS statement, and our tracker will show your results compared with index returns. This gives you a clear picture of how our recommendations are performing relative to the index. Instructions to download the CAMS statement will be sent to your email automatically.
We stay in touch via email, sharing important market updates, fund performance insights, and regular fund reviews. All these processes are fully automated to ensure effectiveness. Keeping track of your funds is the most crucial part of this journey.
Investing in funds is only 50% of the journey to achieving higher returns. The remaining 50% involves monitoring your investments and making timely changes to improve returns. We also notify you of lump sum opportunities so you can benefit during market fluctuations.
Our goal is to make the investment process as smooth and profitable as possible for you.