Making your mutual funds investing more transparent with AssetVue

Get your portfolio health check done at AssetVue

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Explore wise investment choices with AssetVue

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Action in your portfolio

Stay updated with your portfolio in real-time

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Improve your portfolio with actionable insights

Explore your stocks options in the portfolio

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sector

Check it before you add any new mutual fund.

Consider the thematic fund which is more aligned towards your portfolio.

Don’t know when to exit?

Unveiling PlusCash AssetVue's COE for Smart and Tax-Efficient Exits

Equity Long-Term: 10% COE
Equity Short-Term: 15% COE
Debt: 30% COE
Arbitrage: 15% COE
Portfolio worth 50 Lakhs
Portfolio Value
₹24,00,000
Cost Of Exit
10.4%
   Exit Value   
₹21,50,000
  • Cost of Exit is the average tax rate you are paying for your portfolio
  • Change your asset allocation to reduce your Cost of Exit

Score of your Portfolio

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Holistic Evaluationminus

PlusCash AssetVue utilizes a dynamic algorithm for a thorough assessment of your portfolio's health on a scale of 1 to 10.

Real-time Adaptabilityminus

The algorithm adapts to market changes, offering a real-time and personalized health rating that considers your unique financial goals and risk tolerance.

Know your individual stock options at portfolio level

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Sneha, 31 F

CEO

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The AMCs we have combined with

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Why PlusCash?

Tailored Precisionminus

The best way to experience investments is to understand the sectors and weightage of unique stocks. PlusCash tailors solutions by giving you insight into your portfolio, helping you achieve your financial goals.

Clear Portfolio Insightminus

Visualise your financial landscape effortlessly. Our user-friendly app provides an easy and transparent view of your portfolio, making it simple to track and manage your investments.

Wealth Creation with Stabilityminus

Mutual funds, a stable path to long-term wealth creation. At PlusCash, we recognize the value of a steady approach, discouraging impulsive investment moves and promoting a strategic, wealth-building journey.