Capitalmind Wealth 4+
Wizemarkets Analytics Private Ltd
專為 iPhone 設計
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- 免費
iPhone 螢幕截圖
描述
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.
最新功能
版本 1.2
Bug fix
App 私隱
開發者表明Wizemarkets Analytics Private Ltd的私隱慣例或包括下列資料的處理。詳情請參閱開發者的私隱政策。
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開發者可能會收集以下資料,但不會連結你的個人身份:
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私隱慣例或因使用的功能或年齡等因素而異。進一步了解
資料
- 供應商
- Wizemarkets Analytics Private Limited
- 大小
- 37.1 MB
- 類別
- 理財
- 兼容性
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- iPhone
- 須使用 iOS 13.4 或以上版本。
- iPod touch
- 須使用 iOS 13.4 或以上版本。
- Mac
- 須使用 macOS 11.0 或以上版本及配備 Apple M1 或以上版本晶片的 Mac。
- Apple Vision
- 須使用 visionOS 1.0 或以上版本。
- 語言
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英文
- 年齡
- 4+
- Copyright
- Copyright © 2005 - Present · All rights reserved Capitalmind Financial Services Private Limited (Formerly known as Wizemarkets Analytics Private Limited)
- 價格
- 免費