Optymoney – An integrated platform for individual financial management problems

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Gold : ₹ 0/gm

Silver : ₹ 0/gm

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Gold & Silver Investments Purchase

Gold/Silver Investments in Grams

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Silver : 0

Gold/Silver Current Value

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Silver : 0

Gain/Loss

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Silver : 0

Dashboards

Gold/Silver

Income Tax

Insurance

PMS

Generated Documents

Document Manager

Digi Gold Summary

Transaction Date	Transaction Id	Order Type	Metal Type	Gold/Silver Grams	Purchase/Sell Amount	Invoice

Income Tax Acknowledgement

Assessment Year	Income Proof	Computation	Payable/Refund	Challan	Acknowledgement

Insurance

Product Type	Policy Name	Issued Date	Maturity Date	Premium Amount	Next Premium Date	Documents

Portfolio Management System

Product Type	Transaction Type	Transaction Date	Transaction Amount	Documents

Generated Document Management

Document Name	Uploaded Date	Documents

Document Management

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Document Name	Uploaded Date	Documents

Transaction Date	transaction Type	Units	NAV (Net Asset Value)	Amount

Date	Trans No	Type	Units	NAV	Amount

Monthly SIP
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Total Redeemable Amount (as per latest NAV)
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AMFI : ARN 157435 | BSE Member ID 1513303 | ERI Registration – ERIA101037 | CIN no. – U72900KA2018PTC111791 | MSME Udhyam Registration - UDYAM-KR-03-0009603

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