Utkrisht Prime Wealth
Finance
Free · Designed for iPad
Utkrisht Prime Wealth offers a comprehensive solution for all your Wealth Management requirements, serving as a one-stop app. It empowers you to efficiently manage your Complete Financial Portfolio, comprising various assets such as Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance.
Key Features:
1. Obtain a detailed Portfolio report encompassing all your assets.
2. Easily access the historical Performance of your Portfolio.
3. Conveniently log in using your Google email id.
4. Retrieve transaction statements for any desired period.
5. Download Account Statements for any Asset Management Company in India with just one click.
6. Access Advanced Capital Gain Reports.
7. Invest Online in any Mutual fund scheme or New Fund Offer, while tracking all orders until unit allotment for complete transparency.
8. Stay informed about your Running and Upcoming SIPs (Systematic Investment Plans) and STPs (Systematic Transfer Plans) through the SIP Report.
9. Keep track of your Insurance policies and premium payment dates.
10. Access detailed Folio information registered with each Asset Management Company.
With Utkrisht Prime Wealth, you can efficiently manage and monitor your financial assets and plan for a secure future.
Ratings & Reviews
This app hasn’t received enough ratings or reviews to display an overview.
- AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes
The developer, VBFMS, 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.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- VBFMS
- Size
- 96.4 MB
- Category
- Finance
- Compatibility
Requires iOS 16.0 or later.
- iPhone
Requires iOS 16.0 or later. - iPad
Requires iPadOS 16.0 or later. - Mac
Requires macOS 13.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © Utkrisht Prime Wealth