ONE DASHBOARD
PMS here, AIFs there, mutual funds somewhere else — see them all in one place. Track performance, holdings, transactions, and portfolio insights without juggling multiple portals and statements.
PORTFOLIO VALUE
↗ 18.42% XIRR · 3Y
Top Holdings
KEY BENEFITS
Track your PMS, AIF, MF, SIF, and GIFT IFSC Investments in a single place dashboard
True portfolio-level performance, calculated correctly across instruments.
Sector, asset and benchmark breakdowns to guide every decision.
THE PROBLEM
Managing investments across multiple platforms makes it difficult to understand your overall portfolio performance. Investors often need to log into several portals, download statements, and manually consolidate data before making decisions.
Investing through PMS Bazaar removes this complexity by providing a centralized dashboard that consolidates your investments into one place. Gain a complete view of your portfolio, track performance seamlessly, and manage both individual and family accounts without switching between multiple platforms.
WITHOUT PMS BAZAAR DASHBOARD
WITH PMS BAZAAR DASHBOARD
Overview of your PMS investments and performance
Current Value
Net Investment
Day Change
XIRR (%)
Total Inflow
Total Outflow
No. of AMCs
No. of Strategies
TRANSACTIONS
Track every transaction, including purchases, redemptions, capital calls and drawdowns from a single dashboard.
MUTUAL FUND A
AIF B
PMS C
MUTUAL FUND D
TRUST
CLIENTS
AUM
FEE SAVED
Track PMS, Mutual Funds, AIF and GIFT IFSC investments in one powerful dashboard.
Request My Demo →
