Best portfolio manager for mutual funds

#1
Hi all,

Can any body suggest me best portfolio managers?
My requirement is simple.
I have fidelity Multi Manager fund and also fidelity equity fund. I have set up Systematic Transfer Plan from Fidelity multi manager fund to Fidelity Equity. So, every week money flows from multi manager to equity fund. It is getting difficult for me to use MoneyControl's portfolio manager because it does not even allow a SIP transactions automatically. Every month I have to add a new entry for every SIP transaction I do.
Please suggest some alternatives for me.

Thanks in advance
Regards
Kalyan
 
V

vk_tandon99

Guest
#2
you can have a portfolio manger of Money Control. it take care of MF, Stocks, ULIP and more
 
#4
Hi all,

My partner is a AMFI certified Mutual Fund investment planner and portfolio manager. He has lots of clients with lots of data to be managed.

We are looking for a software portfolio manager that can make his life easy. The software should help in tracking transactions, manage portfolios and customer relationships.

Please let me know if you are using or know of any such online/offline software.

I guess there are a few tools hosted on brokerage/third party websites that offer limited functionality.

Thanks and Regards,

Mohan
 
#5
Hi all,

My partner is a AMFI certified Mutual Fund investment planner and portfolio manager. He has lots of clients with lots of data to be managed.
..........................
Mohan
Dear Mohan,
Please visit my other post. Tell me (PM) if you feel it has potential.
Code:
http://www.traderji.com/development-software-utilities/8106-accounting-software.html
 

Similar threads