Portfolio management is important for investors who want to get the best returns while keeping risks under control. In India, where there are more investment options and the financial world is changing quickly, portfolio management tools are very useful for both individual investors and financial advisors. These tools help keep track of investments, watch how assets are performing, offer useful information, and can even make some financial decisions automatically.
Here`s a look at the best portfolio management tools in India for 2025, tailored to meet the needs of Indian investors.
Top Portfolio Management Tools in India
1. Upstox Pro
Upstox, a popular discount broker, provides a premium platform named Upstox Pro. It`s a user-friendly tool that brings together strong portfolio management features and advanced technical analysis tools.
Key Features:
- Real-time tracking: Tracks investments across stocks, mutual funds, and ETFs.
- Detailed analytics: Provides performance metrics, including returns on investments (ROI) and historical performance.
- User-friendly interface: Easy navigation for beginners and advanced traders alike.
- Direct Mutual Fund Investment: Invest in direct mutual funds to reduce expenses.
2. Groww
Groww has become one of the top investment platforms in India, especially for investing in mutual funds. It also allows people to trade stocks and provides a simple way to manage their investment portfolios.
Key Features:
- Portfolio tracking across asset classes: Users can track mutual funds, stocks, ETFs, and SIPs.
- Simple UI: Clean and easy-to-navigate design for those new to investing.
- Investment recommendations: Provides personalized investment recommendations based on risk profiles.
- Taxation insights: Helps users calculate and plan their tax liabilities related to investments.
3. Zerodha Varsity & Kite
Zerodha is the biggest retail stockbroker in India, and its Kite platform is one of the top tools used by active traders and investors. Although it is mainly known for its trading features, it also provides strong portfolio management tools.
Key Features:
- Advanced charting tools: In-depth charts for technical analysis, allowing traders to assess stocks and trends in real-time.
- Watchlists and Alerts: Create watchlists and set alerts to track specific stocks and market movements.
- Tax Planning: Integrated tax features for easy calculation of capital gains and dividends.
- Portfolio analysis: Offers insightful data on your portfolio performance, showing ROI and asset allocations.
4. ET Money
ET Money is a financial app that helps people manage their money in a complete way. It lets users track their investments and also manage their personal finances. With ET Money, you can handle different types of investments like stocks, mutual funds, and insurance all in one place.
Key Features:
- Smart Portfolio Tracker: Tracks investments across multiple platforms like mutual funds, stocks, and bonds.
- Goal-based investing: Helps create goals (e.g., retirement, buying a house) and recommends an investment plan to achieve them.
- Tax-saving tools: Assists in finding tax-saving investment options like ELSS, PPF, etc.
- Expert Advice: Provides recommendations from financial experts based on your goals and risk profile.
5. Moneycontrol Portfolio
Moneycontrol has been a trusted source for financial news in India for a long time, but its Moneycontrol Portfolio tool goes beyond that. It`s great for investors who want both up-to-date market information and a way to track their portfolio.
Key Features:
- Real-time portfolio tracking: Supports tracking stocks, mutual funds, and other investments.
- Market News Integration: Get the latest financial news, stock updates, and performance reports.
- Custom Alerts: Set up alerts for price changes, stock news, and more.
- Tax calculation: Track capital gains and calculate taxes on mutual funds and stocks.
6. FundsIndia
FindsIndia is a popular Indian platform for investing in mutual funds, and it also has features that help track your investment portfolio. It is one of the top tools for investors who use SIPs (Systematic Investment Plans) to build wealth over the long term.
Key Features:
- SIP Tracker: Tracks your SIPs and provides insights into the growth of each investment.
- Investment advisor: Offers financial planning services and personalized investment advice.
- Tax optimization: Suggests tax-saving mutual fund schemes for efficient portfolio management.
- Goal-setting features: Helps set and track financial goals.
7. Scripbox
Scripbox is another platform that is becoming popular in India, helping people make investing easier. It is well-known for giving mutual fund suggestions and tools to plan systematic investment plans.
Key Features:
- Goal-based investing: Helps you define financial goals and automates investments accordingly.
- Low-fee direct mutual funds: Offers direct mutual funds to save on commission charges.
- Tax-efficient solutions: Helps reduce tax liability by suggesting tax-saving mutual funds and instruments.
- Portfolio rebalancing: Auto-rebalancing of your portfolio to maintain the desired asset allocation.
Conclusion
Choosing the right portfolio management tool is important for investors in India who want to make the most of their investments and keep track of how well they`re doing. Tools like Zerodha`s Coin, Groww, and Upstox have strong features that fit different types of investment goals, while platforms like Fisdom and ET Money give personalized advice and help monitor your portfolio. These tools offer features such as real-time updates, risk assessment, and easy access across various types of investments, which help investors make smarter choices.
2025(271)
