Wealthverse 4+

Name: Wealthverse
Author: Centrum Broking Limited

Centrum Broking Limited

Diseñada para iPhone

- Gratis

Capturas de pantalla del iPhone

Descripción

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 jun 2024

Versión 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.

Centrum Broking Limited, que desarrolló esta app, indicó que entre las prácticas de privacidad de la app, pueden incluirse el manejo de datos que se describe a continuación. Para obtener detalles, consulta la política de privacidad del desarrollador.