Financial Education
Question #33
After adding additional investors, will I be able to view all our investments in one place?
Yes, investments made in the names of different investors (that were created using a single login ID) can be seen in one consolidated portfolio view as separate investments. For example, a husband might have invested in a few schemes, his wife may have invested in a different set of schemes, and both of them may have jointly invested in a third set of schemes. All these investments can be viewed in a consolidated fashion in the dashboard when all these three accounts have been created under a single login ID.
Found this helpful? Share with others!