Visok Investor Services

Manage your entire investment portfolio with investment management software designed to simplify how you track mutual funds, bonds, fixed deposits, and insurance all in one place. Visok Investor Services brings clarity to your financial life by consolidating your assets across multiple platforms into a unified dashboard.

Gain complete visibility into your financial health through comprehensive financial reports that break down every holding and transaction. Whether you're monitoring ongoing Systematic Investment Plans (SIPs), tracking Systematic Transfer Plans (STPs), or reviewing past investments, you'll access detailed transaction history for any timeframe you choose. This transparency makes it easy to understand where your money is invested and how your portfolio is performing over time.

Simplify your tax planning with advanced capital gain analysis tools that automatically calculate your gains for accurate tax reporting. Download account statements from any Asset Management Company (AMC) in India with a single click—no more hunting through emails or logging into multiple platforms. Track insurance policies and premium payment deadlines directly in the app, ensuring you never miss an important date.

Investing becomes faster and more transparent through the app's online investment features. Browse mutual fund schemes and new fund offers, place orders, and track your requests until unit allotment completes. Folio insights provide detailed information about each of your registered folios, giving you a complete picture of your holdings across different AMCs.

Make smarter financial decisions using a suite of built-in financial calculators and tools: retirement planners help you envision your future, SIP calculators show the impact of regular investments, SIP delay estimators reveal the cost of postponing contributions, SIP step-up calculators model growth with increasing contributions, marriage financial planners help you save for major life events, and EMI calculators break down loan repayment scenarios. Authenticate effortlessly using your Google email ID—no complex passwords to remember.

Visok Investor Services empowers you to manage investments, monitor financial goals, and make data-driven choices with confidence, backed by tools that simplify even complex financial planning.