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Plan Ahead Wealth Advisors 17+
Excel Net Solutions Private Limited
专为 iPad 设计
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- 免费
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简介
Plan Ahead Wealth Advisors app - Keeping a check on your finances is made easy with the Plan Ahead App! Financial Planning at your fingertips! Whenever, Wherever!
Plan Ahead Wealth Advisors is app brought to you by Plan Ahead Wealth Advisors.
This App is for Investors to track their Investment Portfolio and goal based financial plan and know more about Plan Ahead Wealth Advisors, and the latest views on personal finance, best mutual funds, insurance and other investment avenues.
Plan Ahead is a SEBI Registered Investment advisor providing services covering Financial Planning, Wealth Management and NRI Services. Plan Ahead is also the Best Investment Advisor 2016 as awarded by the Outlook Money magazine.
Products covered include Mutual Funds, taxable and tax free bonds, PMS, FDs, Equity Shares and Life and Health Insurance.
Key Features of Plan Ahead Wealth Advisors app :
1. Portfolio - Family Portfolio: Check updated consolidated Family Portfolio, anytime and anywhere.
2. Portfolio - Applicant Portfolio: Check updated investor wise Portfolio.
3. Portfolio - Asset Allocation: Get the details of your Net Worth and its composition.
4. Portfolio - Goals – check the progress towards your goal
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5. Portfolio - Risk management – Insurance details of your current insurance portfolio
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6. Market updates – provide daily updates about the Indian and global markets
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7. Advisory Services – lists the Plan Ahead services
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8. Tools: Contains different financial calculators to understand your investment needs for your goals such as children education, marriage, retirement, marriage for your help. Calculators will help you arrive at how much is required for retirement and other goals.
9. About Us: know about Plan Ahead Wealth Advisors and its founders Vishal Dhawan and Shalini Dhawan.
10. Testimonials - lists the client testimonials from Indian as well as NRI clients for our advisory services.
新内容
版本 2.0
Home Section Updated.
App 隐私
开发者“Excel Net Solutions Private Limited”已表明该 App 的隐私规范可能包括了下述的数据处理方式。有关更多信息,请参阅开发者隐私政策。
与你关联的数据
开发者可能会收集以下数据,且数据与你的身份关联:
- 位置
- 联系信息
- 用户内容
- 标识符
- 诊断
隐私处理规范可能基于你使用的功能或你的年龄等因素而有所不同。了解更多
信息
- 提供者
- Excel Net Solutions Private Limited
- 大小
- 4.6 MB
- 类別
- 财务
- 兼容性
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- iPhone
- 设备需装有 iOS 13.1 或更高版本。
- iPad
- 设备需装有 iPadOS 13.1 或更高版本。
- iPod touch
- 设备需装有 iOS 13.1 或更高版本。
- Mac
- 需要 macOS 11.0 或更高版本以及装有 Apple M1 或更高版本芯片的 Mac。
- Apple Vision
- 设备需装有 visionOS 1.0 或更高版本。
- 语言
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英语
- 年龄分级
- 17+ 频繁/强烈的成人或性暗示题材
- Copyright
- © 2016 Plan Ahead Wealth Advisors
- 价格
- 免费