![](/assets/artwork/1x1-42817eea7ade52607a760cbee00d1495.gif)
SavingsPoint Wealth Management 4+
SAVINGS POINT WEALTH MANAGEMENT (INDIA) PRIVATE LIMITED
Designed for iPhone
-
- Free
iPhone Screenshots
Description
SavingsPoint Wealth Management is a state of the art investment & insurance portfolio management App for customers
With SavingsPoint Wealth Management 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 SavingsPoint Wealth Management App:
a) Get a summary view of the current status of your investments across asset classes
b) Get a summary view of the insurance cover of all members in your family
c) Drill down to full detail
d) View Upcoming portfolio events
e) Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc.
f) Get best in the class MF advisory
g) Raise a service ticket to your advisor
h) Host of useful financial calculators to help you plan your short term and long term financial goals
i) Digital Vault ñ access your important documents anytime from your Smartphone
j) Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc.
k) Track small saving investments like PPF, NSC, KVP, FD, RD etc.
l) Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.
f) Buy / Redeem / Switch Mutual Funds online from any AMC
What’s New
Version 2.18
Bug fixes and some enhancements New IPA
App Privacy
The developer, SAVINGS POINT WEALTH MANAGEMENT (INDIA) PRIVATE LIMITED, 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
Information
- Seller
- SAVINGS POINT WEALTH MANAGEMENT (INDIA) PRIVATE LIMITED
- Size
- 96 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 11.0 or later.
- iPod touch
- Requires iOS 11.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Languages
- Age Rating
- 4+
- Copyright
- All Rights Reserved © 2019 www.savingspoint.in
- Price
- Free