4 Ways to Monitor Your Indian Mutual Funds and Stock Portfolio Under One Platform

As an investor in India, it's common to have a diverse portfolio consisting of mutual funds and stocks from various companies. Keeping track of these investments can be a daunting task, especially when you have to monitor multiple platforms for different securities. Fortunately, there are ways to simplify the process and monitor your entire portfolio under one platform. In this post, we'll explore some of the best ways to do so.Mutual Fund Utility (MFU) platform:

1. The Mutual Fund Utility (MFU) platform is a free online platform offered by the Association of Mutual Funds in India (AMFI). The platform allows investors to invest in, redeem, and switch between various mutual fund schemes offered by different fund houses. Additionally, MFU provides a consolidated view of your investments across mutual fund schemes and fund houses. You can register for an account on the MFU website and link your mutual fund holdings to the platform.
2. CAMS or Karvy KRA platform: CAMS (Computer Age Management Services) and Karvy KRA (KYC Registration Agency) are authorized by SEBI to act as KYC registration agencies for mutual fund investors. These platforms also offer a portfolio tracking service that allows investors to view their mutual fund holdings across different fund houses. You can register for an account on the respective websites and link your mutual fund holdings to the platform.
3. Brokerage platforms: Most brokerage platforms in India offer a portfolio tracking feature that allows investors to view their holdings across different stocks, mutual funds, and other securities. You can consider using the portfolio tracking feature offered by your brokerage platform to monitor your entire portfolio in one place.
4. Third-party portfolio tracking tools: There are several third-party portfolio tracking tools available in the market that allow investors to track their investments across different asset classes and platforms. These tools offer features like automated data sync, performance tracking, and tax reporting. Some popular third-party portfolio tracking tools in India include Moneycontrol, Groww, and Paytm Money.

Regardless of the platform you choose, make sure to link all your investments, including SIP transactions and dividend reinvestment, to the platform for an accurate view of your portfolio.

In conclusion, monitoring your Indian portfolio of mutual funds and stocks under one platform is possible and can help simplify your investment tracking. Consider exploring the platforms mentioned above and choose the one that best suits your needs. Happy investing!