Client Area

If you are an existing client of roy’s Finance, then here are some tools available for you to track the progress of your portfolio or perform Mutual Fund transactions anytime you want, from anywhere you are.

Portfolio

Using this application, you can get a holistic view of your entire portfolio and view the current position of all your assets like Mutual Funds, Insurance, Direct Equity, FD Bonds, Commodities, Real Estate, PPF, PF, etc.

If you are facing any problems logging in or using this application, feel free to get in touch with your Relationship Manager or our support team to get it resolved.

Transactions

Though the expert team at roy’s Finance manages your entire portfolio for you, we still like to give you the flexibility to perform Mutual Fund transactions of any fund of your choice anytime you want.

If you are interested in availing this option, you can contact your Relationship Manager who will help you in the registration process and to get you started with it.

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