Wealthverse 4+

Name: Wealthverse
Author: Centrum Broking Limited

Centrum Broking Limited

Entwickelt für iPhone

- Gratis

iPhone-Screenshots

Beschreibung

With the Centrum Wealth Dashboard app, you can:
* Stay on top of your portfolio and access portfolio at various levels
* One view of current portfolio along with returns
* Monitor performance include XIRR, across asset categories
* Analyse your asset allocation and drill-don into sub-assets
* Know your latest holdings with historical investments
* Keep a check on your upcoming maturities
* Know your tax implications across products on event of any sale/redemption
* Download details of any corporate action
If you are the head of family, you can view all of the above reports at a family level as well as a family member level. You also have the ability to filter reports at an account level, or for specific period.
In addition, you have the ability to add a family manager, who can view the reports on your behalf.

27. Juni 2024

Version 2.0.0

New Transaction Module features
1. Place Mutual Fund transaction online using a ‘DIY’ and ‘Assisted’ mode.
2. Online transaction capability offers all sorts of transactions :
- Fresh/New Buy
- Additional Purchase
- Redemption
- Switch
- Systematic transactions.

Der Entwickler, Centrum Broking Limited, hat darauf hingewiesen, dass die Datenschutzrichtlinien der App den unten stehenden Umgang mit Daten einschließen können. Weitere Informationen findest du in den Datenschutzrichtlinien des Entwicklers.