PurplePond

PurplePond brings all your wealth management needs into one app. Track mutual funds, equity shares, bonds, fixed deposits, portfolio management services, and insurance across a single dashboard — giving you complete visibility of your financial portfolio.

Stay informed with detailed portfolio reports that cover all your assets. Download comprehensive reports anytime, review historical performance trends, and access transaction statements for any period. View your folio details across all registered asset management companies and generate advanced capital gains reports to understand your tax position at a glance.

Invest directly within the app across any mutual fund scheme or new fund offering. Track each order from placement through unit allotment with full transparency. Monitor your running and upcoming SIPs and STPs, and keep an eye on insurance premiums due across all your policies. One-click account statement downloads for any Indian asset management company make document retrieval instant.

Plus, access a suite of financial calculators built in: retirement planning, SIP and SIP step-up scenarios, SIP delay impact analysis, marriage expense planning, and EMI calculations. These tools help you stress-test your financial strategy without leaving the app.

Google login makes getting started quick. PurplePond is designed for anyone managing multiple asset classes who wants transparency, control, and reporting all in one place.