Track Family Mutual Funds

Monitor your family's mutual fund investments in one place with INDmoney's Family Mutual Funds Tracker

Track my family's mutual funds

How to track Family Mutual Funds with INDmoney?

INDmoney enables you to easily track and organise your family’s mutual funds in one place. It offers analysis for better financial management. Below are a few simple steps of how you can track family mutual funds online through INDmoney.

  • STEP 1

    Sign Up with Mobile Number

    Sign Up with Mobile Number
  • STEP 2

    Navigate to My Profile and Add Family Member Account

     Add Family Member Account
  • STEP 3

    Check Family Member Mutual Fund Portfolio

    Check Family Member Mutual Fund Portfolio

Benefits of tracking Family Mutual Funds on INDmoney

While using INDmoney’s family mutual funds tracker, you can easily manage your family’s investment portfolio in one place and free of cost. Here are a few benefits of using INDmoney’s track family mutual funds software.

  • Advantage 1

    Portfolio Overview

    INDmoney offers a comprehensive portfolio overview of your family’s mutual funds investments. It makes it easier for you to track the performance of each fund and improve the skills to make informed decisions.

  • Advantage 2

    Tax Management

    Using INDmoney’s family mutual funds tracker, you can manage and understand the tax implications of your family’s fund investments easily. In addition, it helps you save time and reduce the complexity of using different applications to manage the investment portfolio.

  • Advantage 3

    Recommendations

    Receive customised investment recommendations on the basis of your family’s investment patterns and goals. It enables you to make informed financial decisions to manage your family’s finances efficiently.

Features of tracking Family Mutual Fund on INDmoney

INDmoney allows you to track your family's mutual fund portfolio in one place with one click. Here are some key features of tracking mutual funds on INDmoney.

  • Categorisation

    INDmoney offers a categorised view of your family's mutual funds in one place in an organised way so that you can understand the investment portfolio conveniently.

  • Ease of Access

    You can easily track your family's mutual fund online through INDmoney anytime and anywhere and make informed decisions according to your investment goals.

  • Zero Cost

    Using INDmoney's family's mutual fund tracker is free of cost, enabling you to manage your family's investment portfolio in a better way.

Why to track Family Mutual Fund?

Investing in mutual funds is subject to market risks, making it important for you to track your family's mutual fund performance regularly. The following are a few reasons why you should track your family mutual fund.

  • Goal Progress

    Tracking the performance of your family mutual funds is crucial to analysing the progress towards the investment goal. You can diversify the portfolio if the funds are not generating higher returns to meet your investment goals.

  • Rebalancing

    Since mutual funds invest in market securities, they are subject to market risks. Hence, tracking the portfolio enables you to rebalance the investments to the desired securities allocation.

  • Informed Decision

    Tracking your family mutual funds' performance enables you to make informed decisions regarding the investments. You can adjust the investment in a scheme on the basis of its performance.

Key Takeaways

  1. Easy Tracking: You can conveniently track your family’s mutual funds in one place through our track family mutual funds software.
  2. Visual Representation: Get an analytical representation of your family’s mutual funds performance to understand the investment pattern and manage them accordingly.
  3. Real-Time Updates: We provide real-time updates about your family’s mutual funds to help you stay updated with your finances.
  4. Effective Management: Using INDmoney’s tracker, you can easily manage your family’s mutual funds without any hassle.
  5. Informed Decision: Receiving updates on your family’s mutual funds portfolio enables you to make informed decisions related to your family investment schemes.  

Frequently Asked Questions

Family mutual fund tracker enables you to track the mutual funds of your family in one place. You can use INDmoney free of cost to track your family's investment portfolio with one click.

The family mutual fund tracker tracks the mutual funds of your family in different platforms in one place and enables you to make informed decisions about your investment goals.

The primary benefit of tracking family mutual funds is that it enables you to manage and monitor the investment funds of your family in one place and analyse their performance. It allows us to make informed investment decisions on the basis of this analysis.

No, INDmoney does not charge any money to track your family mutual fund. In addition, you can track the funds anytime and anywhere.

Yes, INDmoney allows you to track the investments of multiple family members' mutual funds in one place.

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