Capitalmind Wealth 4+

Wizemarkets Analytics Private Ltd

Diseñado para iPhone

    • Gratis

Capturas de pantalla del iPhone

Descripción

Unlock unparalleled convenience and control over your wealth with our exclusive Capitalmind Wealth app, designed specifically for our esteemed subscribers. As a leading wealth management firm, we manage assets worth ₹1700 crore for over 1000 families, HUFs, and corporates.

The app extends the capabilities of our desktop application Progress, offering you accessibility and management of your portfolio at your fingertips.

This invite-only app ensures that managing your wealth is seamless, secure, and sophisticated

Outcome Focused:
Our app is designed with the goal of making wealth management more accessible, convenient, and efficient for you. By simplifying the process of adding funds, generating reports, participating in new investments and inviting friends via referral program, we aim to enhance your wealth management experience, ensuring it's as rewarding as it is effortless.

Get Your Invite:
This app is exclusive to Capitalmind PMS subscribers. Know more about us here : https://cm.social/pms-connect-buildwealth . Join us and experience wealth management redefined.

Features :

Exclusive Access: Tailored for our subscribers, this app offers an elite platform for UHNIs to manage and monitor their investments with us effortlessly.
Comprehensive Wealth Overview: Track your investment portfolio, including detailed insights into Current Value, Profit and Loss, Performance, and Allocations. Understand your wealth's dynamics through an intuitive and detailed dashboard.

New Investment Opportunities: Participate in new portfolios with just one click. Our app makes it easier than ever to diversify and enhance your investment portfolio.

Personalized Account Management: View and manage your profile details, nominee information, and risk profile. Our app ensures that your wealth management is as personalized as your investment choices.

In-depth Reports: Access a suite of detailed reports including Tax Profit and Loss, Ledger, Fees and Charges, Capital Gains, Holding reports and much more. Make informed decisions with all the necessary information at your disposal.

Seamless Fund Addition: Add funds to your portfolio effortlessly through our integrated payment gateway supporting UPI, NEFT, RTGS, and Direct Bank Transfers.
Referral Rewards: Invite friends to our Portfolio Management Services and enjoy a ₹10,000 discount on your asset management fee. Grow your network and benefit together.

Instant Support: Raise support tickets within the app for quick resolution of queries. Our dedicated team ensures your wealth management journey is smooth and uninterrupted.

Novedades

Versión 1.2

Bug fix

Privacidad de la app

El desarrollador, Wizemarkets Analytics Private Ltd, ha indicado que las prácticas de privacidad de la app pueden incluir la gestión de datos descrita a continuación. Para obtener más información, consulta la política de privacidad del desarrollador.

Datos no vinculados contigo

Los siguientes datos pueden recopilarse, pero no se vinculan con tu identidad:

  • Datos de uso
  • Diagnósticos

Las prácticas de privacidad pueden variar, por ejemplo, dependiendo de tu edad o de las funciones que uses. Más información

También te puede interesar

Yellow, Will-making made easy
Finanzas
PropShare Capital
Finanzas
ATMS Connect
Finanzas
assetment: smart portfolios
Finanzas
Sumex Private Wealth
Finanzas
Kristal RM
Finanzas