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What is Portfolio Track?

Portfolio Track is a tool which consolidates all your financial accounts and brings them under a single platform. This helps you track your assets and liabilities and manage them easily.

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We have partnered with RBI Regulated Onemoney to securely fetch your accounts

  • RBI Regulated
  • RBI Regulated
  • RBI Regulated

How does Account Aggregator work?

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OneMoney is an RBI-authorised account aggregator that allows easy data sharing

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OneMoney cannot read or store your data. It just shares it securely

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Share your selected accounts and consolidate them under one platform

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You can revoke sharing consent anytime with the OneMoney app

Why Consolidate your Portfolio with ABCD?

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All bank accounts in one place

Manage multiple bank accounts from a single platform. Check your balance and get regular and instant bank updates on your mobile phone.

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Track your credit cards and loans

Link your debts and track them regularly. Know the outstanding balance, the EMI due dates and the interest being paid on each loan account.

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Transaction insights and reporting

Monitor all your financial transactions, whether they are incomes, expenses or investments. Get regular financial reports to stay on top of the game.

How To Use Portfolio Track

With some simple steps you can consolidate your financial portfolio online, on your Smartphone to keep a track of your finances.

STEP
1

Download the ABCD mobile application and register yourself.

STEP
2

On the home screen, choose Track Portfolio

STEP
3

Segregate your assets, liabilities and insurance policies and link them online

STEP
4

Verify your phone number and link your bank and financial accounts in a few steps

STEP

4

Verify your phone number and link your bank and financial accounts in a few steps

Seamlessly organise your portfolio in one place
at ABCD App

Keep track of your financial assets and liabilities with the ABCD app’s Portfolio Track. Link your accounts for consolidated financial management.

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    One app to view your assets and liabilities
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    Manage your portfolio in a few simple clicks
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    Easy investments and redemptions with useful insights

Scan the QR code to download our Mobile App

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Balance Transfer

Lower rates, affordable repay

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    Reduced Interest Rates
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    Lower Monthly Payments
Unsecured Business Loan

Instant funds, grow worry-free

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    100% digital for quick approvals
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    Short-term loans, attractive rates

FAQs On Portfolio Track

Yes, the PortfolioTrack shows you the EMI due dates of each loan or credit card you link.

The Portfolio Track is completely free of cost. You don’t have to pay anything to use the service.

OneMoney, the account aggregator which makes linking your accounts possible, does not share or check your account details. The details stored on the Portfolio Track are completely safe, secured and confidential.

Connecting your financial account is completely safe as OneMoney uses secured and encrypted gateways to fetch and link your account details on the PortfolioTrack.

You can link your deposit accounts, mutual funds, stocks and shares and even insurance plans on the Portfolio Track.

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*Tax benefits are subject to changes in tax laws. Kindly consult your financial advisor for more details.

**Sec 10(10D) benefit is available subject to fulfilment of conditions specified therein

#Provided all due premiums are paid

^ As per annual audited figures submitted to IRDAI for the period FY 22 – 23 for individual death claims paid.

¹LI Age 21, Male, Non Smoker, Option 1: Life Cover, PPT: Regular Pay, SA: ₹ 1 Cr., PT: 10 years, Premium paying term: 10 years, Annual Premium: ₹ 5900/- ( which is ₹ 491.66/month) Premium exclusive of GST. On death, 1 Cr SA is paid and the policy terminates.

²Male- 25 yrs invests in ABSLI Nishchit Aayush Plan with Level Income + Lumpsum Benefit. He chooses premium payment term 10 yrs , policy term 40 years, benefit option -Long Term Income and Deferment Period 0 years.

Annualized Premium is ₹1,15,380. Annual Income of Rs. 43,844 (43,844*40=17,53,776) + Maturity Benefit (Rs.16,15,320)= Rs. 33,69,096

³ABSLI Empower Pension Plan, age 40 year healthy male, Policy term is 10 years, Accumulation period is 10 years, basic premium is Rs.100000/-, Plan Option: Assured, Payment frequency: Annual, Return@8% fund value is Rs.13.57 lakhs and @4% is Rs.10,84,803/-

ABSLI Child’s Future Assured Plan. Plan option: Education & Marriage Milestone. Male | Age: 35 years | Policy term: 25 years | Premium paying term: 10 years | Education milestone benefit period: 3 yrs & Education assured benefit start term: 15 yrs | Marriage assured benefit start term: 25 years | Annualized premium: ₹1,00,000 (excluding tax) | Total Benefits Payout: Rs 21,58,664 [Education Milestone Payout: Rs 10,79,332 (policy year 15,16,17) and Marriage Milestone Payout: Rs 10,79,332 (policy year 25)] | Age of Child: 0 years, Child as a nominee | Sum assured multiple for marriage: 100%

⁵ABSLI Wealth Assure Plus plan for 30 years of a healthy male. Plan type: Classic. Investment option: Smart option. Risk Profile: Moderate. Payment frequency: Yearly. Basic annual premium: ₹24,000. Policy Term: 15 years. Premium paying term: 10 years

ABSLI Nishchit Aayush Plan (UIN No 109N137V02) is a non-linked non-participating individual savings life insurance plan.

ABSLI Digishield Plan (UIN: 109N108V11) is a non-linked non-participating individual pure risk premium life insurance plan

ABSLI Empower Pension Plan (UIN: 109L078V03) is an individual unit linked pension plan

ABSLI Child Future Assured Plan (UIN: 109N124V01) is a non-linked non-participating individual life insurance savings plan

ABSLI Wealth Aspire Plan (UIN:109L100V05) is a non-participating unit linked life insurance plan

ABSLI Salaried Term Insurance Plan is a non-linked non-participating individual pure risk premium life insurance plan; upon Policyholder’s selection of Plan Option 2 (Life Cover with ROP) this product shall be a non-linked non-participating individual savings life insurance plan.

ADV/10/23-24/2471

Honesty is the best policy

Applicants should ensure that insurance details in the application form is filled by oneself with “ Utmost good faith”.

Be honest & truthful about your medical history, health conditions, or any other complications.

Also, let the insurer know about any habits like use of alcohol, tobacco or any narcotics/ psychotropic substances in the present or past, to ease the process of Policy issuance and claim assessment process.