CapitPlan
Finanzen
Kostenlos · Entwickelt für iPad
CapitPlan is a wealth management platform which allows you to invest, manage and track your
wealth with ease. With us, you can invest in more than 2500 mutual fund schemes and connect
directly with your financial advisor. It also allows you to raise service request.
Convenience with CapitPlan:
Easy, online and minimalistic process
CapitPlan provides paperless onboarding process with one-time KYC registration done within the
app.
Transact online with few clicks
- Zero platform charges, offering regular plan options only
- Auto debit from registered bank account with NACH mandate
- Easy Investing: SIP, STP, SWP or lumpsum investment
- Withdraw funds with a single click and it will be credited to your bank account in 2-3 working
days
Explore mutual funds schemes
- Smart filter option to get schemes based on personal criteria
- Detailed insights on each scheme to help you choose from the best
- Compare multiple schemes exclusively on app
- Invest in ELSS and avail tax saving benefit
Tools & Calculators
- Goal-based planning: With multiple financial needs to achieve, you can find a fund for every
goal with automatic tracking feature.
- Risk profiling: Check your financial risk appetite and get appropriate investment options.
- Estimate Return on Investment (RoI): Mutual fund calculators can help estimate RoI over a
period of time.
Wealth Tracker
- Add various other asset classes (Stocks, Insurance, FDs, Bonds, PPF, PMS etc.) to track self and
family’s investment portfolio 24x7. Add unlimited family member accounts without creating
multiple logins.
- Upload your CAS statement to track all your other broker introduced mutual fund investments.
- Get summarized and detailed portfolio health reports to improve return and reduce risks.
Learn about investing and personal finance
- Tips and tricks on handling your personal finance
- Investment news updates
- Easy to understand articles and infographics
Safe & Secure Investing
- Provides 100% bank grade security for all your transactions
- Screen lock (PIN, Pattern and fingerprint) support for your privacy
- Protects privacy of your information
We value your Hard-Earned Money, Start your investment journey today with CapitPlan!
CapitPlan – Wealth Management platform by MoneyIsle (a brand owned by ISF Finserv LLP, AMFI
registered mutual fund distributor)
Disclaimer – Mutual Fund investments are subject to market risks. Read all the scheme related
documents carefully. The past performance of mutual funds is not an indicator of future returns.
Bewertungen & Rezensionen
Diese App hat noch nicht genügend Bewertungen oder Rezensionen erhalten, um eine Übersicht anzuzeigen.
- Introduced NSE Invest Cart
- Added NSE Invest-Track order functionality
- Added Client Search by Equity Code
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Conditions while login / signup
- Added Avg. Purchase NAV to be shown in portfolio detail screen
- Added Investment via short link
- Added BSE Cart Trusted Mode App
- Pay via Link option for BSE Trusted Mode
- Updated AMFI Links
- Fixed Crashes
Das Entwicklungsteam, Moneyisle ISF Securities Ltd, hat darauf hingewiesen, dass die Datenschutzrichtlinien der App den unten stehenden Umgang mit Daten einschließen können. Weitere Informationen findest du in den Datenschutzrichtlinien des Entwicklungsteams .
Keine Daten erfasst
Der Entwickler erfasst keine Daten von dieser App.
Bedienungshilfen
Der Entwickler hat noch nicht angegeben, welche Bedienungshilfen diese App unterstützt. Weitere Infos
Informationen
- Größe
- 95,6 MB
- Kategorie
- Finanzen
- Kompatibilität
Erfordert iOS 16.0 oder neuer.
- iPhone
Erfordert iOS 16.0 oder neuer. - iPad
Erfordert iPadOS 16.0 oder neuer. - Mac
Erfordert macOS 13.0 (oder neuer) und einen Mac mit Apple M1-Chip (oder neuer). - Apple Vision
Erfordert visionOS 1.0 oder neuer.
- Sprachen
- Englisch
- Altersfreigabe
4+
- 4+
- Anbieter
ISF SECURITIES LIMITED
- ISF SECURITIES LIMITED hat sich nicht als Händler für diese App ausgewiesen. Falls du Verbraucher:in im Europäischen Wirtschaftsraum bist, gelten die Verbraucherrechte nicht für Verträge zwischen dir und dem Anbieter.
- Copyright
- © Copyright@2021, MoneyIsle