Degree 212 9.3.3

Degree212 serves as a comprehensive platform for managing diverse investment portfolios, providing users with an integrated solution for their financial needs. The application offers real-time updates and detailed insights into a wide range of asset classes, including:

• Mutual Funds
• Equity Shares
• Bonds
• Fixed Deposits
• Portfolio Management Services (PMS)
• Insurance Policies

Notable features of the platform include:

• The ability to download complete portfolio reports encompassing all asset types.
• Accessible historical performance data for effective portfolio tracking.
• Seamless login via Google email credentials for user convenience.
• Generation of transaction statements over selected periods.
• One-click download of account statements from any Asset Management Company in India.
• In-depth capital gains reports for tax and investment analysis.
• Online investment capabilities across mutual fund schemes and New Fund Offers (NFOs), with transaction tracking from order placement to unit allotment, ensuring transparency.
• SIP monitoring, including details on ongoing and upcoming SIPs and Systematic Transfer Plans (STPs).
• Insurance premium management to keep track of premium due dates and payments.
• Access to folio details registered with individual AMCs.

The platform also offers a range of calculators and tools designed to facilitate financial planning, including:

• Retirement Planning Calculator
• SIP (Systematic Investment Plan) Calculator
• SIP Delay Calculator
• SIP Step-up Calculator
• Marriage Planning Calculator
• Equated Monthly Installment (EMI) Calculator