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3i Wealth 17+
3I WEALTH LLP
Designet til iPad
-
- Gratis
Skærmbilleder
Beskrivelse
3i Wealth is a state of the art investment portfolio management app that empowers you to invest online
in top-performing mutual funds, track and manage your investment portfolio, map your investments
with your life’s goals.
With 3i Wealth, you get detailed views of your portfolio which will not only keep you abreast about its
latest status, but also help you in understanding and taking decisions on Asset allocation, Investments,
and Re-balancing of the portfolio.
Key Features of 3i Wealth:
- Easy Portfolio Manager - Get a summary view of your investments across asset classes.
- Drill down – You can deep dive in the reports to full details.
- Year-end Reports – Get all the reports required for accounting, auditing, and taxation
perspective. Transaction report, dividend and interest summary and capital gain report.
- Research - Invest in well researched Mutual Fund schemes.
- Paper-less Investments – We offer a paperless process of investment. Buy, Redeem, Switch
Mutual Funds online in a seamless manner across all Mutual Funds. It takes a few seconds to
register a SIP or Purchase an ELSS.
- Goal Tracker - Give purpose to your investments, you can map all your investments with the
goal like child education, marriage, or retirement.
- Financial Calculators - Host of useful financial calculators to help you plan your short term and
long-term financial goals.
- Digital Vault – access your important documents anytime from your Smartphone.
Nyheder
Version 5.5.0
- 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
App-anonymitet
Udvikleren, 3I WEALTH LLP, har angivet, at fremgangsmåder vedrørende app-anonymitet muligvis inkluderer håndtering af data som beskrevet nedenfor. Du kan få flere oplysninger her: udviklerens anonymitetspolitik.
Data indsamles ikke
Udvikleren indsamler ikke data fra denne app.
Fremgangsmåder vedrørende anonymitet kan variere, f.eks. baseret på de funktioner, du bruger, eller din alder. Læs mere
Oplysninger
- Leverandør
- 3I WEALTH LLP
- Størrelse
- 84,8 MB
- Kategori
- Økonomi
- Kompatibilitet
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- iPhone
- Kræver iOS 15.0 eller en nyere version.
- iPad
- Kræver iPadOS 15.0 eller en nyere version.
- iPod touch
- Kræver iOS 15.0 eller en nyere version.
- Mac
- Kræver macOS 12.0 eller en nyere version og en Mac med Apple M1-chip eller en nyere version.
- Apple Vision
- Kræver visionOS 1.0 eller en nyere version.
- Sprog
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Engelsk
- Alder
- 17+ Hyppige/intense voksne/vovede temaer
- Copyright
- © 3i wealth llp
- Pris
- Gratis