Investment Tracker
🏠 Dashboard
➕ Add New Record
👥 View by Holder
📊 View by Category
👤 Nominee Status
Add New Investment/Insurance Record
Sr. No.
(Auto-generated)
Category *
Select Category
Axis Bank - Car EMI Insurance
Bank Accounts
Car Insurance
Government Policy - Accident Insurance
Government Policy - Insurance
Mediclaims
Mutual Funds
Normal Insurance
Normal Investment and Insurance
Share Accounts
Term Insurance
+ Add New Category
Company *
Select Company
Aditya Birla Sunlife Insurance co.
AMB Savings
Axis Bank
DBS Bank - Anand
HDFC Bank - Anand Branch
ICICI Bank - VV Nagar
ICICI Health Insurance
ICICI Securities
IDBI Bank
IDBI Bank - Anand Branch
IDBI Bank - Petlad Branch
Indusind Bank - Anand Branch
JK Securities
Kotak - Savings
Kotak securities
LIC
Ronak HUF
Roopnarayan Investments
Star Health Insurance
Tata Aig
Upstox
VVCC Current
VVCC Savings
+ Add New Company
Holder Name *
Select Holder
All family members
Mom and Dad
Nirmala Goyal
Pinkey Pandya
Priyanka Agarwal
RGs
Ronak Goyal
Ronak Goyal & Co
Ronak Goyal HUF
Roopshree
Siddhi Pandya
Siddhi Pandya and Ass
Uma Goyal
+ Add New Holder
Amount
Policy/Account Number
Point of Contact
Contact No.
Nominee Name
Earmarked
Notes
Save Record
Cancel