Smart Policy 4+

Name: Smart Policy
Author: Smart Policy

Smart Policy

Conçu pour iPhone

- Gratuit

Captures d’écran d’iPhone

Description

Smart Policy is a state of the art investment & insurance portfolio management App for customers

With Smart Policy App, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss.
Here are some of the many features of the Smart Policy App:

a) Get a summary view of the current status of your investments across asset classes

b) Get a summary view of the insurance cover of all members in your family

c) Drill down to full detail

d) View Upcoming portfolio events

e) Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc.

f) Get best in the class MF advisory

g) Raise a service ticket to your advisor

h) Host of useful financial calculators to help you plan your short term and long term financial goals

i) Digital Vault ñ access your important documents anytime from your Smartphone

j) Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc.

k) Track small saving investments like PPF, NSC, KVP, FD, RD etc.

l) Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.

f) Buy / Redeem / Switch Mutual Funds online from any AMC

23 mars 2022

Version 2.22

Bug fixes and some enhancements

Le développeur Smart Policy a indiqué que le traitement des données tel que décrit ci‑dessous pouvait figurer parmi les pratiques de l’app en matière de confidentialité. Pour en savoir plus, consultez la politique de confidentialité du développeur.

Données non collectées

Le développeur ne collecte aucune donnée avec cette app.

Les pratiques en matière de confidentialité peuvent varier, notamment en fonction des fonctionnalités que vous utilisez ou de votre âge. En savoir plus