Free Investor Tools
Check, organise and understand important aspects of your financial life with simple investor tools designed for everyday use.
KYC Status
Check your KYC status through NDML KRA before starting or updating your investment journey.
Check KYC Status →Why check your KYC?
Keeping your KYC information updated can help avoid unnecessary delays when processing investment-related requests.
You will be redirected to the NDML KRA website for the status check.
Portfolio Health Check
A simple educational check to help you think about diversification, concentration and whether your investments are aligned with your goals.
Think about these questions
- Do your investments have a clear purpose?
- Are you sufficiently diversified?
- Do you know what your largest exposure is?
- Are your investments linked to specific goals?
- Do you review your portfolio periodically?
Financial Health Check
Use this quick self-assessment to identify areas of your financial structure that may deserve attention.
A strong financial structure considers
- Liquidity and emergency reserves
- Protection against major financial risks
- Goal-based investing
- Appropriate diversification
- Regular review and record keeping
Nomination Check
Use this checklist to review whether important investment and financial records have been organised for smoother transmission when required.
Why this matters
Financial organisation is not only about investing. Keeping records, nominations and important documents updated can make future administrative processes easier for your family.
Investment Records Check
A simple checklist to help you organise the information that may be useful when reviewing your financial position.
Keep your financial information organised
Consider maintaining a secure record of your investments, insurance, bank relationships and important financial documents.
Never share passwords, OTPs or sensitive account credentials as part of a financial review.
Want to understand your numbers?
These tools are designed as starting points for financial awareness. If you want to discuss your goals, existing investments or wealth management requirements, you can book a discovery session.
Book a Discovery Session →