Proinvest 17+

PROINVEST WEALTH MANAGERS PRIVATE LIMITED

Designed for iPad

    • Free

Screenshots

Description

Proinvest is a app brought to you by PROINVEST WEALTH MANAGERS PRIVATE LIMITED. This App is for Investors to track their Investment Portfolio and know about Proinvest .

Products covered include Mutual Funds & Equity Shares.

Key Features of Proinvest:

1. Family Portfolio: Check updated Family Portfolio.
2. Applicant Portfolio: Check updated Applicant wise Portfolio.
3. Asset Allocation: Get the details of your Net Worth and its composition.
4. My Risk: Check your Insurance Details
5. Scheme Allocation: Total exposure in different schemes and its current value.
6. Recent Transaction: Check your last 10 Transactions which have done.
7. Calculators: Contains different financial calculators for your help.
8. About Us: know about Proinvest
9. Locate Us - To Contact Us

What’s New

Version 3.3.9

- 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 Privacy

The developer, PROINVEST WEALTH MANAGERS PRIVATE LIMITED, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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