PeakPlanner – Track your money

Instantly check finances, track investments, view and print reports, schedule review meetings and view action recommendations with this app from PeakAlpha, India's #1 financial planners.

Track mutual funds investments, assets and liabilities, performance and net worth on your personal dashboard. PeakPlanner brings your personal financial dashboard to your fingertips, with an intuitive, easy-to-use interface and effortless navigation. For registered clients of PeakAlpha.

1. View details of different assets including mutual funds, insurance, foreign exchange, real estate and liabilities

2. Check the current value of your mutual funds portfolio, including realized and total gains

3. Monitor performance for specific funds or for the entire mutual funds portfolio

4. View your ongoing Systematic Investment Plans (SIPs)

5. Check details of your scheduled 1-on-1 financial review sessions such as date, time, mode of review, session number

6. View and print the latest financial planning report from your personal financial advisor, or review past reports

7. Evaluate and take decisions of recommendations from your financial advisor. Clicking ‘Approve’ triggers an email notification to your execution team

8. Check status of actions on recommendations from earlier review sessions

9. Review your service requests and their status, as well as your pending action to-dos

10. Read financial articles and blogs relevant to you

11. Contact anyone at PeakAlpha, including your personal financial advisor, scheduling team or execution team