Wealthapp is one-stop solution for all your Wealth Management needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets:
– Mutual Funds
– Equity Shares
– Bonds
– Fixed Deposits
– PMS
– Insurance
Key Features:
– Complete Portfolio report download including all assets.
– View historical Performance of your Portfolio easily
– Easy login via your Google email id.
– Transaction statement of any period
– 1 Click Statement of Account Download for any Asset Management Company in India
– Advanced Capital Gain Reports
– Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency
– SIP Report to be informed of your Running and Upcoming SIPs, STPs.
– Insurance list to keep track of premiums to be paid.
– Folio details registered with each AMC.
Calculators and Tools available:
– Retirement Calculator
– SIP Calculator
– SIP Delay Calculator
– SIP Step up Calculator
– Marriage Calculator
– EMI Calculator
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