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Track Your Funds with Jaja Finex
Import, track, and manage all your mutual fund investments effortlessly with Jaja Finex Track Funds. Get a complete view of your portfolio, performance, and growth—all in one secure dashboard.
Why Track Funds on Jaja Finex?
Simple
Manage all your mutual fund investments across different fund houses in one unified dashboard. No spreadsheets. No confusion.
Smart Insights
Analyze returns, asset allocation, profit & loss, and portfolio performance with clear and actionable insights.
Flexible Control
Monitor, review, and make informed decisions on your investments anytime, anywhere.
What is Track Funds?
Track Funds helps you consolidate and monitor all your mutual fund investments— whether invested through Jaja Finex or external platforms. If you have investments across multiple AMCs and platforms, tracking them individually can be time-consuming. Track Funds brings everything into one place for simple, transparent, and efficient portfolio monitoring.
What Can Track Funds Monitor?
How to Track Your External Mutual Fund Investments?
| Auto Tracking | Manual Tracking |
|---|---|
| With your consent, Jaja Finex securely requests your Consolidated Account Statement (CAS) from CAMS / KFin Technologies using your PAN. This enables automatic and accurate tracking of all your mutual fund holdings. | You can manually add your mutual fund investments by entering scheme and transaction details, giving you complete control without sharing access. |
Whether you are a beginner or an experienced investor, Track Funds by Jaja Finex helps you stay organized, informed, and in control of your mutual fund journey. smarter. Invest confidently. Grow consistently.