About STEP IN Wealth Management
· Transact Online
· View Investments Across All Assets Classes, AMC wise and Family wise
· Recent Transactions for MF
· Check Holding Report for MF
· Recommended Funds
· Market View - News and Videos
· Schedule tasks for your Advisor
· Alerts - SIP Expiry, SIP Bounced, SIP Terminated.
· E-locker facility to save all your personal documents and insurance policy copies
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