PLANWAY CAPITAL 17+

PLANWAY CAPITAL

Designed for iPad

    • Free

Screenshots

Description

Introducing PLANWAY CAPITAL - Your Ultimate Financial Companion

PLANWAY CAPITAL simplifies your financial management by offering a comprehensive suite of services to meet all your financial needs. Our state-of-the-art app ensures you stay in control of your complete financial portfolio, including assets like Mutual Funds, Equity Shares, Bonds, and Fixed Deposits.

Key Features:

1. **Complete Portfolio Reporting:** Download detailed portfolio reports encompassing all your assets for a comprehensive overview of your financial standing.

2. **Historical Performance Tracking:** Easily monitor the historical performance of your portfolio to make informed investment decisions.

3. **Convenient Login:** Seamlessly access your account using your Google email ID for a hassle-free login experience.

4. **Transaction Statements:** Retrieve transaction statements for any period, empowering you to track your financial activities effortlessly.

5. **One-Click Account Statement Download:** Download account statements from any Asset Management Company in India with just one click for streamlined record-keeping.

6. **Advanced Capital Gain Reports:** Gain insights into your capital gains with advanced reports to optimize your tax planning strategies.

7. **Online Mutual Fund Investments:** Invest online in any mutual fund scheme or new fund offer with ease. Track all orders until unit allotment for complete transparency.

8. **SIP Reporting:** Stay informed about your running and upcoming Systematic Investment Plans (SIPs) and Systematic Transfer Plans (STPs) with comprehensive reports.

9. **Folio Details:** Access folio details registered with each Asset Management Company (AMC) for efficient management of your mutual fund investments.

Calculators and Tools Available:

- Retirement Calculator
- SIP Calculator
- SIP Delay Calculator
- SIP Step-up Calculator
- Marriage Calculator
- EMI Calculator

PLANWAY CAPITAL is your one-stop destination for all your financial needs. Download the app today and take charge of your financial future with confidence.

What’s New

Version 1.0.7

Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active Insurance Policies, Fixed Crashes

App Privacy

The developer, PLANWAY CAPITAL, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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