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RankMF OnTrak - Keep Your Investments Aligned with Your Financial Goals

13 investor personalities to choose from

OnTrak offers 13 carefully designed investor personas, tailored to different risk appetites, income levels, and financial aspirations. Select the persona that best suits your life goals, and OnTrak will provide the ideal asset mix to help you reach them.

Identify past mistakes in your portfolio

OnTrak provides detailed insights into how well your existing mutual fund portfolio matches your desired persona, identifying any asset classes that are off-track. This data-driven approach gives you a clear understanding of where adjustments are needed.

Actionable solutions to fix your portfolio

Once potential gaps are identified, OnTrak offers actionable solutions to realign your investments. It helps you adjust your portfolio to match your target allocation, ensuring your investments stay optimized for your goals.

Real-time monitoring and rebalancing to stay on track

OnTrak continuously monitors your investment portfolio and notifies you whenever it deviates from your selected persona, guiding you on the adjustments needed to keep your portfolio aligned with your financial goals.

Note: The allocation shown above is for illustration purpose only and should not to be considered for any investment purposes.

Why Choose RankMF’s OnTrak?

Most Optimal Path To Reach Financial Goals

Actionable Portfolio Insights

Live & Constant Monitoring

Quick Auto-rebalancing & Rerouting

FAQ’s

OnTrak is an advanced investment tool from RankMF that helps you maintain a mutual fund portfolio aligned with your financial goals. It provides real-time monitoring, detailed actionable portfolio insights, and rebalancing alerts to keep your investments on track.
OnTrak provides 13 carefully designed investor personas based on key factors like your risk appetite, income, age, and financial goals. Each persona comes with a pre-defined asset mix based on these factors. Once you select your persona, OnTrak aligns your portfolio and allocates your investments according to the asset-mix given under your chosen persona.
No, OnTrak does not automatically adjust your portfolio. Instead, it sends timely notifications and alerts when adjustments are needed. You can then review and implement the suggested changes to keep your portfolio aligned with your goals.
If OnTrak detects that your portfolio is off-track, it sends a rebalancing alert through email, SMS and WhatsApp on your registered email address and mobile number with insights on how to adjust and re-align your portfolio in order to bring it back on track. You can review these suggestions and make changes to keep your portfolio aligned with your financial goals.
OnTrak provides rebalance updates whenever the asset allocation of your portfolio deviates by 10% from the recommended allocation due to changes in valuation of your investments, ad-hoc new investments not fitting your chosen persona, etc. You’ll receive timely notifications to review and rebalance your portfolio as needed.
Yes, OnTrak is designed to cater to investors with various risk appetites and financial goals. Whether you’re a conservative investor or have a high-risk tolerance, there’s a persona that fits your profile.
To get started, simply open an account on RankMF. Once you’ve received your account login credentials, log in to RankMF. After logging in, you can choose from 13 investment personas. Select the one that fits your requirements, and let OnTrak analyze your mutual fund portfolio. You'll receive actionable insights to optimize your investments, follow the steps and your portfolio should be OnTrak right away. In case you don’t have an existing portfolio, you may allocate a fresh investment amount under your desired persona.
Yes, you can switch your selected persona if your financial goals or risk appetite change. OnTrak will then provide updated insights based on your recently selected persona.
Yes, you can sign up with RankMF for free and start using OnTrak to monitor and optimize your portfolio.
You will have to bear the taxes if any when you invest in and redeem mutual funds.
Open a free account