Portfolio Management

Real-Time Valuation: Automatic price updates and market-linked performance tracking.

Client Dashboard: Personalized dashboards for clients with portfolio summaries and returns.

Adviser/Manager Console: Manage multiple client portfolios, allocations, and risk profiles.

Analytics & Reports: Generate investment summaries, ROI charts, and capital gain statements.

Goal-Based Planning: Align investments with client goals and timelines.

Transaction Management: Import trades, dividends, and expenses with easy reconciliation.

Alerts & Notifications: Stay updated on portfolio changes, target breaches, or due renewals.

Multi-Currency & Multi-Account Support: Ideal for firms managing diverse client bases.

Data Security & Access Control: Role-based permissions and encrypted storage.

Simplify portfolio tracking, enhance client trust, and make data-driven investment decisions — all from one powerful platform.

IOS

Windows

Android

Linux

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Indian Mesh is an IT solutions firm that specializes in providing tailor-made IT solutions in Enterprise Management Solutions, Billing & Accounting solutions, ERP, Inventory Management Solutions, CRM, Human Resource Management Software Solutions, Product Development, & E-commerce solutions.

Our solutions has enable our clients to effectively manage services, implementation of ideas in an effective way & scaling up their business outreach and grow business prospects globally.

We have happy clients with 100% ROI from different industries.

• Healthcare

• Defence

• Education

• Real Estate

• Logistics

• Production and manufacturing

• Fitness industry

• Beauty industry

• Lifestyle

• Hospitality

We have a team of highly skilled and experienced professionals who are passionate about helping our clients achieve their goals.

Our Global Presence is in below countries with remote support 24x7.

USA , Australia, Canada, South Africa, New Zealand, Bangladesh, Thailand, Sudan, Pakistan, Dubai, Qatar, Riyadh, Nigeria, Angola