Your Financial Life, Now in One Frame2 min read
Ever tried assembling a jigsaw puzzle with missing pieces? It’s frustrating; you get a partial picture, but it’s never quite complete. That’s exactly what managing money looks like for many investors today.
One app for stocks, another for mutual funds, a third for your bank balance, and let’s not even start on spreadsheets. You’re juggling accounts, toggling between tabs, and still left with only a partial view of your finances.
It doesn’t have to be this way.
With the new External Portfolio & Bank Account Fetch feature in the PML app, you can now connect all your brokerage accounts and bank accounts in one go. Whether your equity holdings are spread across multiple brokers or your funds are parked in different banks, everything now comes together in a single, secure dashboard, updated in real time.
This integration is built using India’s Account Aggregator (AA) framework—an RBI-regulated system that puts you in full control. You choose what data to share, with whom, and for how long. No passwords, no third-party logins—just safe, encrypted, and consent-based access to your financial universe.
What this means for you?
- All investments, one dashboard – Connect and view stocks, mutual funds, and demat holdings from different brokers in one place
- Real-time net worth tracking – Your financial snapshot updates as markets move, without manual entries
- Bank linking for better cash flow visibility – Spot surplus balances across accounts to plan investments smarter
- Smarter analytics, sharper decisions – Instantly see sector allocation, diversification levels, and portfolio risk
- Regulated, secure access – Built on India’s Account Aggregator system with user consent at every step
Whether you’re an experienced investor managing a multi-platform portfolio, or someone working toward long-term financial goals, this update is designed for how you actually live your financial life—spread across accounts, but in need of one clear view.
Conclusion
Think of it as switching from scattered sticky notes to a smart, synced planner. With your entire financial life neatly connected and constantly updated, you’re no longer reacting to market noise—you’re making informed, confident moves.
All it takes is one link to see the full picture. And once you do, there’s no going back.
