iPhone Screenshots

Description

Akshay Invest is a state of the art investment & insurance portfolio management App for customers



With Akshay Invest 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 Akshay Invest 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.

What’s New

Version 2.15

Bug Fixes and some enhancements.

Ratings and Reviews

4.7 out of 5
3 Ratings

3 Ratings

Information

Provider
Akshay Finserve Management LLP
Size
248.1 MB
Category
Finance
Compatibility

Requires iOS 10.0 or later. Compatible with iPhone, iPad and iPod touch.

Languages
Age Rating
4+
Copyright
Price
Free

Supports

  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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