Finance portfolio is created, to fulfil the need of individual, by allowing you to enter the details of your assets in a single location. Multiple security aspects has been think through while implementing it. Here is the quick overview of the security measures taken as part of this development.
- All the data stored in backend database is key encrypted, no one will be able to access the data, if key is not known.
- System also allows you to store the asset login creditionals, which comes with one additional security aspect, by allowing the encryption done at your browser side, with password, which is not stored anywhere, Hence you need to recollect the password, as we will not be able to recover the data, if lost.
If you are feeling comfortable, then you can follow these steps
- Currently we allow only the SSO login using Google, hence you need to have google account to access this portal. you can login at https://www.myHolding.in
- Once you logged in, you will land on the Home page, Great you are one step away from adding details. Now you will be able to perform following operations
- Adding of new asset
- View of existing assets
- Summary of assets
- Growth projection of assets
- Personal Profile
How to add of new asset
Overview of View Asset
Remember: you. have to remember the local password, as this is not stored on our server.
Overview of Asset Summary
Your portfolio will be organized in multiple dimensions, like
- Summary by Net Asset Value
- Summary by Portfolio Type (Cash, Foreign investment, EPF & Stocks)
- Summary by Holder Name
- Summary by Month & Year, (How much increase / reduce of portfolio every month)
- Summary by Account Type
- Summary by Organisation
- Summary by Organisation & Account Type
- Detailed information
Overview of Asset Projection
All these efforts are done on top of the Nominee management system.