FundVault Lite
Mutual Fund Management System
For financial advisors
FundVault Lite is a lightweight mutual fund management system — add clients with nominee details, record investments, track SIPs and export reports.
Contact, PAN, address and nominee details in one record.
Log one-time and SIP transactions with payment references.
Monitor monthly and quarterly plans, active or paused.
Client-wise summaries with one-click CSV export.