Aatla 2.3.2

The Aatla application aims to serve as a comprehensive platform for managing a broad spectrum of financial assets, offering users the ability to monitor and handle their portfolios with relative ease. The platform incorporates advanced features designed to facilitate efficient oversight of various investment categories, including mutual funds, equity shares, bonds, fixed deposits, portfolio management services (PMS), and insurance policies.

Notable functionalities include:

• Downloadable detailed portfolio reports encompassing all held assets
• Historical performance tracking of the entire portfolio
• Streamlined login process via Google account credentials
• Generation of transaction statements for specified periods
• One-click download of account statements across Indian asset management companies
• Enhanced capital gains reporting capabilities
• Online investment options in mutual fund schemes and new fund offers, with transparent order tracking from initiation to unit allotment
• SIP reports providing insights into active and upcoming systematic investment plans and systematic transfer plans
• Tracking tools for insurance premiums due across policies
• Access to registered folio details with respective asset management companies

The platform also offers a suite of calculators and tools to assist with financial planning, including:

• Retirement Planning Calculator
• SIP Investment Calculator
• SIP Delay and Step-up Calculators
• Marriage Budget Planner
• Equated Monthly Installments (EMI) Calculator