Conveniently access the Masala Capital portal through your mobile device. Through our portal, you may:
· Access your investment and custodial accounts;
· Access held-away accounts;
· Review your account holdings;
· Evaluate the performance of your investments given your financial goals and risk tolerance
profile;
· Access any financial plans that you may have shared with Masala;
· Interact with your adviser;
· Review invoices and fees charged to you; and,
· Upload and access any necessary information and documents that are requested of, or shared
with, you (incl. any completed KYC forms, client questionnaires, investment policy statements,
performance reports, quarterly reports, invoices, authorization forms, and other important
documents related to your account).
To find out more about Masala Capital, please visit: https://www.masalacapital.com