Market

Data

Our products, customized research, tools and analytics on the Indian mutual fund and fixed income markets are used by fund managers, intermediaries and investors for pricing, analysing, benchmarking and tracking active ISINs and all live schemes

  • Daily security level valuation

of active ISINs across G-Sec, Corporate Bonds, CP, CD,T-Bills, SDL etc

  • Products, tools and analytics

for analysing, benchmarking and tracking all live mutual fund schemes on a daily basis

Desktop-based analytical tool, powered by comprehensive and authentic mutual fund industry data to analyse & compare funds’ performance and portfolio and with peer-group or benchmark index

One of the most-used tools in the industry with > 1000 users

Desktop based analytical tool for life insurance, and provides data on ULIP, traditional and term insurance policies for analysis and comparison of performance and other parameters.

Hard-to-find data collated for analysis

Desktop based tracking tool for wealth managers and corporate treasuries to track investment portfolio under their management. The application integrates with MS Outlook to send out portfolio reports to clients.

Valuation alerts can be set for each holding at a portfolio level

Cloud-hosted Mutual Fund Research and Portfolio Tracking Tool

MFI 360 is a cloud-based platform used by IFAs, RIAs, distributors, wealth managers to address mutual fund research, analysis and portfolio tracking requirements

Research Module

  • Powered by IAL’s comprehensive database and provides a 360 degree view of the Indian mutual fund industry
  • Provides research and analysis at fund, AMC and industry levels, with reports designed to provide unique and deep insights
  • Useful for fund evaluation, peer comparison, performance assessment and portfolio analysis, including credit assessment of debt-oriented funds
  • Mobile compatible

Tracking Module

  • Offers efficient portfolio management features
  • Automated RTA reverse feed upload from registered email
  • Auto update of transactions
  • AUM reconciliation with differences in portfolios highlighted
  • Single sign-on for managing all investments through a single login- anytime, anywhere
  • Capital Gains Report with Grandfathered Calculation
  • Interactive Dashboards - Wealth Manager Dashboard, RM Dashboard, Agent Dashboard, Investor Dashboard

Customized
Research

Based on our deep understanding of the fixed income and mutual fund industry along with our repository of authentic performance data, we prepare customized reports for use by your sales teams and customers.

Fund Profiling

Fund profiles provide basic fund related information which includes investment objective, expense ratio, fund manager, statistical ratios, portfolio, and more. Analysis covers scheme performance based on various qualitative and quantitative parameters.

Fund Profiling

Fund profiles provide basic fund related information which includes investment objective, expense ratio, fund manager, statistical ratios, portfolio, and more. Analysis covers scheme performance based on various qualitative and quantitative parameters.