Allwin Financial Services 17+

Name: Allwin Financial Services
Author: ALLWIN FINANCIAL SERVICES

ALLWIN FINANCIAL SERVICES

Ontworpen voor iPad

- Gratis

Beschrijving

Allwin Financial Services is one-stop shopping 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 Performace 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

5 aug. 2024

Versie 2.2.6

Introduced Meetings Notes
Improved contact screen for AMFI due diligence req.
Improved NSE Onboarding Workflow
Added KYC Check while Placing Order
Added IIN Rejection Reason in Profiles
Added Collapsable Option on Home & Portfolio
Added Transaction Mode in New Investment
Added Balance units on fund's detailed Screen
Resolved Mandates Listing & Date Issue
Resolved Date Related Issues
Resolved Capital Gain Realised Report Issue

De ontwikkelaar, ALLWIN FINANCIAL SERVICES, heeft aangegeven dat volgens de toepassing van het privacybeleid van de app gegevens kunnen worden beheerd zoals hieronder staat beschreven. Ga voor meer informatie naar het privacybeleid van de ontwikkelaar.