iPhone Screenshots

Description

Investment Portfolio App for customers of WealthMagic registered Financial Advisors.

MyWealth is a state of the art investment & insurance portfolio management app which a financial advisor can provide to his customers (please note that your advisor must be a registered user of WealthMagic)

With MyWealth app, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss.
Here are some of the many features of the MyWealth app:
• Get a summary view of the current status of your investments across asset classes
• Get a summary view of the insurance cover of all members in your family
• Drill down to full detail
• View Upcoming portfolio events
• Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc.
• Buy / Redeem / Switch Mutual Funds online from any AMC
• Get best in the class MF advisory
• Raise a service ticket to your advisor
• Host of useful financial calculators to help you plan your short term and long term financial goals
• Digital Vault – access your important documents anytime from your Smartphone
• Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc.
• Track small saving investments like PPF, NSC, KVP, FD, RD etc.
• Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.

What's New

Version 2.2

Portfolio Summary modified to show details like Folio Number, Cost Amount, Absolute Returns and XIRR,
Also new theme added, Customer specific allow redeem and switch option added and Bug Fixes.

Information

Seller
Datacomp Web Technologies (India) Private Limited
Size
188.9 MB
Category
Finance
Compatibility
Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.
Languages
English
Age Rating
Rated 4+
Copyright
© 2017 Datacomp Web Technologies India Pvt. Ltd.
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

More By This Developer

You May Also Like