Family Portfolio
Add family and track all portfolios in one place!
You can access the Family Portfolio and add members through any of the following paths:
Go to Home > Portfolio > Long press on Portfolio > Add Member.
Go to Side Menu > Tap on Family Portfolio
Go to Home > Portfolio strip (below “My Net Worth”) > Tap on ‘Add Member’
You can invite a family member using their Dhan-registered mobile number or choose from your contacts.
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