Soba Info Fin

Features Soba Info Fin

Soba Info Fin App is a versatile application tailored to assist users in optimizing their Investment portfolios.
Here are some of the primary features and services offered by the app:1.
**Portfolio Access**: Users can conveniently access a diverse array of financial assets, including Mutual Funds, Bonds, Fixed Deposits, Portfolio Management Services (PMS), and Insurance, all within a unified platform.2.
**Comprehensive Reports**: Detailed reports encompassing all financial assets empower users with a holistic view of their financial status, facilitating informed decision-making.3.
**Effortless Access**: The app streamlines the user authentication process with easy login via a Google email ID.4.
**Transaction History**: Users have the ability to generate transaction statements spanning their desired timeframes, aiding in the review of investment histories and financial activity tracking.5.
**Capital Gain Insights**: Advanced capital gain reports are available to assist users, especially for tax purposes, in the accurate calculation and reporting of capital gains.6.
**Document Download**: Users can conveniently download statements of accounts from any Asset Management Company (AMC) in India with a single click, enhancing document access.7.
**Online Investment**: The app facilitates online investments in a variety of mutual fund schemes and new fund offers.
It also offers order tracking until unit allotment for full investment transparency.8.
**SIP Monitoring**: Users receive updates on their ongoing and upcoming Systematic Investment Plans (SIPs) and Systematic Transfer Plans (STPs) through an SIP report.9.
**Insurance Management**: The app assists users in monitoring insurance policies and premium payment deadlines.10.
**Folio Details**: Comprehensive information regarding folios registered with each Asset Management Company (AMC) is available, providing insights into users holdings and investments.11.
**Financial Tools**: A suite of calculators and tools, including retirement planners, SIP calculators, SIP delay estimators, SIP step-up calculators, marriage financial planners, and EMI calculators, supports users in various aspects of financial planning and decision-making.In summary, Soba Info Fin App offers a wide array of features and tools designed to empower users in managing their investments, tracking financial objectives, and making well-informed financial choices.