360-Degree Complete Investment System

Unlock the full potential of your financial potential and gain a 360-degree view of your finances with our state-of-the-art platform. Our platform provides easy-to-understand real-time investment tracking and strategic financial planning, empowering you to make informed decisions and maximize your wealth.

Features

Inclusion External Portfolios

Include your non-Monitrix portfolios and investments (excluding mutual funds) on our platform and easily track them, bringing your entire financial life together in one place for complete visibility.

Track 25+ Asset Classes

You can easily track over 25 asset classes including mutual funds, equities, fixed income, insurance and more, with daily updates on net worth and cash flow, when you include your investments on our platform.

Overview Comprehensive Investments

Track all your assets and liabilities with our platform to understand exactly where you stand. With daily updates, you can easily see if you're on track to meet your goals with a customized net worth and goal-based asset allocation tailored to your risk tolerance.

Family Consolidated Portfolio

View a consolidated, multi-product portfolio at the family level with our platform by linking accounts across your family members for a unified view in a single interface.

Advanced Reporting Tools

Custom Financial Reports

Say goodbye to static Excel sheets and embrace dynamic, interactive financial tools. Whether you need a one-page snapshot or an in-depth report, it's all available

Array of Reports

Run detailed mutual fund analyses using advanced filters and reporting tools, easily generating, downloading, and sharing summary reports.

• Access consolidated reports for tax filing.

• Asset Allocation Breakdown.

• Performance Reports with XIRR Since Inception

• Risk-Based Portfolio Recommendations

• Ready-to-use MF Portfolios Based on Asset Allocation Principles

Goal Tracking

Use our platform’s powerful goal-tracking tools to help you achieve your financial goals. Stay disciplined with your SIP investments and long-term goals, and monitor daily progress.

Budget and Cash Flow Management

Take control of your spending and savings by creating a budget that helps you reach your goals. Our intuitive budgeting tools, income and expense tracking, and financial activity categorization will help you stay financially disciplined.

Financial Health Check

Our software platform will keep you informed and free from financial stress. How? It will help you assess your financial well-being with a health ratio covering liquidity, debt management, investment allocation, and more.

Risk Profiling

Have you ever done a comprehensive psychometric assessment to track changes in your risk profile over time, trying to understand your risk appetite? Enjoy that benefit through our software platform.

Simplified, Unified Access

No matter where you are in the world, you can access our platform through our website or mobile app and know the status of your financial portfolio.

Document Vault

When everything financial is in one place, why not documents? Securely store, organize, and share your essential financial documents -

-Automatic folder creation

-Bank-grade encryption

-Seamless collaboration

It's a secure document management.

Notes

Gone are the days of jotting down random notes from your financial advisor. Our software platform allows you to create a complete report of what you discussed with your financial advisor and what investment decisions you made in the future. You can share the integrated notes with both parties to facilitate communication, increase transparency, and collaborate.

MUTUAL FUND

"MUTUAL FUND SAHI HAI"

Mutual Funds are a buzzword these days due to the power of TV and social media. The once elite-class financial product has now reached the “AAM AADMI” through the active participation of various famous personalities in society. Why not? Through a Systematic Investment Plan (SIP), one can start investing with just Rs. 500/- per month, you can gradually build a portfolio tailored to your comfort with risk and your personal goals. You don't have to worry about betting on a single stock or market move because funds spread your money across shares, bonds, and other investments.

There are nearly 50 Asset Management Companies (AMCs) in India, offering over 1,700 schemes across equity, debt, hybrid, and thematic categories to investors for their financial goals. But choosing the right fund isn't easy, right?

Choosing the right fund isn't about guessing—it's about understanding risks, returns, tax rules, and market trends and many more thing. That's where we come in: as a AMFI Registered Mutual Fund Distributor, we make it easy to see what the fine print hides, so you can choose what's best for you.

Why Mutual Funds?

• Expert Management — Your money is managed by professionals who know the market.

• Spread of Risk — Diversification across multiple stocks, bonds, and sectors keeps your risk low.

• Flexible and Affordable — Start investing with as little as ₹500 per month through SIP.

• Transparent and Regulated — Backed by SEBI and AMFI guidelines for your protection.
  

Why SIP?

A SIP (Systematic Investment Plan) is a smart, automated way to invest small amounts every month—and watch it grow over time. You don’t need to time the market or make huge one-time investments.

• Compounding Power — Grows slowly, of course. Let compounding quietly build your wealth.

• Rupee Cost Averaging — Regular investing helps average out your costs—even in volatile markets.

• Convenience — Automatically debited from your account—no hassle, no worries.

• Flexible & Disciplined — Start, stop, increase or decrease anytime—your plan, your way.

• Easy on the pocket — Begin with amounts you won’t feel.

• No need to time the market — Regular investing smooths out ups and downs.

Mutual Fund Options Tailored for You

• Equity Funds — For high-growth seekers.

• Debt Funds — For safety and stability.

• Hybrid Funds — For balanced, middle-ground investors.

• Thematic & Sectoral Funds — For those chasing specific industry opportunities.

Invest in Mutual Funds with Ease

Our platform integrates with BSE STAR MF, enabling direct transactions for six types:

 

• Purchase

• Lump-sum

• Systematic Transfer Plan (STP)

• Systematic Investment Plan (SIP)

• Systematic Withdrawal Plan (SWP)

• Redemption

Streamline your Mutual Fund investments by buying, selling, and tracking with our user-friendly platform.

Loan Against Securities (LAS)

Need Funds Fast? Your Investments Can Help Without Selling Them.

You own them. You enjoy any rise in their market value. But you also get cash in hand—right when you need it.

Ever thought your shares or mutual funds could unlock cash—without you selling them? Well, that’s exactly what a Loan Against Securities (LAS) does.

Why People Choose LAS:

✔ Stay invested — your portfolio remains untouched.
✔ Get money quickly — no long waiting periods.
✔ No need to sell in a falling market — avoid loss-making exits.

It’s like having an umbrella before it rains. Prepared, but not panicked.

How Does It Work?

It's simpler than you think. We are here to help you. As an Authorised Partner of various institutions, we approach banks or lenders on your behalf, show them the securities you own—shares, mutual funds, bonds. They value them and offer you a loan against a part of that value. You get your cash. And once you repay—your pledged securities are released.

When Is LAS a Good Idea?

✔ Need emergency funds but want to keep your long-term investments untouched?
✔ Running a small business that needs a short-term boost?
✔ Planning to avoid early liquidation of your portfolio?

Then LAS could be just what you’re looking for.

Company Fixed Deposits — Simple and Steady

Not everyone wants to take big risks with money.

Some people just want their savings to grow safely, without worrying about the share market or mutual fund returns going up and down every day. If that sounds like you, then Company Fixed Deposits (Corporate FDs) might be the right thing.

Why do people pick Company FDs?

• You get a fixed return—so no shocks later.

• The time period is up to you—short or long.

• These are usually rated by agencies (like AAA or AA)—so you know they’re safe.

• Maturity periods range from a few months to several years.

What’s the difference?

Company FDs are not the same as bank FDs. NBFCs/Companies offer higher interest rates compared to banks. But yes—always check the company’s rating first. A good AAA or AA rating means they are trusted to return your money.

If you’re looking for a safe way to park your savings for some time—this could work very well. It’s quiet, steady, and clear. No daily watching of markets needed.

We offer Company Fixed Deposits from the following institutions:

• Mahindra & Mahindra Financial Services Limited.

• Bajaj Finance Limited. (online investment option available)

• Shriram Finance Limited. (online investment option available)

• PNB Housing Finance Limited.

• ICICI Home Finance Limited.

• LIC Housing Finance Limited.

Bonds

Some folks want excitement - stocks, crypto, all that. Others?

They just want safety. Regular income. No headaches. Bonds are for them.

You know what a bond really is? It’s just like when someone borrows money and says, “I’ll pay you back with a little extra for the trouble.” That’s all a bond is — but instead of a friend or neighbour, it’s a company or the government asking.

You give them your money for a set time. They use it. After that period, they return your money — plus some interest. Simple. No magic. No need to watch the stock market or anything.

That’s really it. No drama. No daily ups and downs like shares. You just wait, and your money grows slowly in the background. Like giving a friend money today and they give it back with a little extra later.

No wild stock market swings. No daily checking of prices. It just sits there...growing quietly.

Why Do People Like Bonds?

✔ Your money’s safer here.

✔ You get steady interest — like clockwork.

✔ Some bonds even help save tax — that’s a bonus.

Different Types Out There:

Government bonds — Super safe. The government rarely defaults.

Corporate bonds — A bit more return, slightly more risk.

54EC bonds — Good if you want to save capital gains tax.

There are also weird ones like municipal and convertible bonds — if you like variety.

Who Should Think About Bonds?

✔ Someone tired of risky stock markets.

✔ Someone nearing retirement.

✔ Someone wanting peace of mind.

Not for thrill-seekers. More for steady savers.

Bottom line: If you want slow, stable, predictable growth — bonds are still the old, trusted way to go.

National Pension Scheme (NPS)

You put in some money while you’re working, so later, when you stop working...
you have something to live on. Makes sense, doesn’t it?

Everyone talks about saving for retirement, right? But most people don’t actually know how. That’s where NPS — National Pension Scheme — steps in. Simple idea.

Started by the Government of India, and kept in check by the regulator PFRDA, NPS is meant for everyone — not just government employees anymore. Private-sector folks, self-employed professionals — anyone can open an NPS account today.

Two Accounts You Should Know About:

1. Tier I: The main account where your retirement money grows. You can’t touch this money easily — but you get tax benefits.

2. Tier II: This works more like a flexible savings account. You can withdraw anytime — but no tax perks here.

What Happens to Your Money?

Your contributions don’t just sit idle. They get invested across things like:

• Equity (shares) — for growth potential.

• Corporate Bonds — for regular income.

• Government Bonds — for safety.

• Other Assets — like REITs or InvITs.

You can pick the mix yourself or let NPS do it based on your age (that’s called Auto Choice).

Who Handles All This?

Not you — thankfully. Professional fund managers (called PFMs) appointed by the government take care of where the money goes and how it grows.

Why Do People Like NPS?

✔ Easy to open.
✔ Helps cut your tax bill today.
✔ Builds a solid fund for retirement tomorrow.
✔ You control risk level.

If you want your retirement sorted — without daily market stress — NPS could make sense.

Remember: Like all market-linked investments, returns from NPS are not guaranteed and may fluctuate based on market conditions. Before making any investment decision, it is advisable to understand the scheme features fully or consult with a registered financial advisor like Monitrix for guidance that suits your personal financial goals.