Screenshots
About SANGAI Investments
SANGAI Investments is a comprehensive investment portfolio tracker designed to simplify wealth management for Indian investors. Whether you hold mutual funds, equity shares, bonds, fixed deposits, insurance policies, or PMS accounts, this app gives you complete visibility into your financial assets in one place.
Take control of your portfolio with powerful reporting and transparency features. Download detailed portfolio reports covering all your assets, review historical performance trends, and access transaction statements for any period. One-click statement downloads from Indian Asset Management Companies save time on paperwork, while advanced capital gains reports help you understand your tax position clearly.
Investing becomes seamless when you can track everything from purchase to allotment. Invest directly in mutual fund schemes or new fund offerings through the app, and monitor your orders with full transparency until units are allocated to your account. Stay informed about your SIPs and STPs with dedicated SIP reports, and never miss an insurance premium with built-in premium tracking.
Simplify financial planning with integrated calculators tailored to your life goals: calculate retirement needs, plan SIP investments with step-up scenarios, measure the impact of SIP delays, estimate marriage expenses, and compute EMI payments. Secure login via your Google email ensures quick, hassle-free access to your financial data.
Manage folio details across multiple Asset Management Companies and maintain a complete view of your wealth in one intuitive interface. SANGAI Investments transforms portfolio management from a frustrating task into a clear, actionable process.
Pros & Cons
Pros
- Consolidates multiple investment types into one unified dashboard
- One-click statement downloads from Indian asset management companies
- Built-in financial calculators for retirement, SIP, and life planning
- Direct mutual fund investment and order tracking within the app
Cons
- Requires Google account login, adding sign-up friction before use
- Portfolio data accuracy depends on manual entry or AMC integrations
- No mention of offline access to stored portfolio information
- Focused on Indian investors only, limiting geographic scope
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