Chola Wealth 4+

Cholamandalam Securities presents Chola Wealth App. A one-stop application for Investors to Buy Mutual Funds, Buy Term Insurance, Track their Portfolio and calculate their Financial Health on the Go..!!


About Cholamandalam Securities Ltd:


Chola Securities is a wealth management company offering investment solutions to individual clients and stock broking and equity advisory services to institutional investors, including many of the largest mutual funds in India. Chola Securities is a member of Bombay Stock Exchange Limited and National Stock Exchange of India Limited.


The App Features:



Mutual Funds:


* Mutual Fund Purchase, Redemption, Switch, SIP, SWP, STP can be performed in the app
* Customers can choose from Chola Recommended Funds which are funds suggested by our Research Team or Explore their own funds across Top AMCs such as ICICI Prudential Mutual Fund, HDFC Mutual Fund, Axis Mutual Fund, Birla Sun Life Mutual Fund, Franklin Templeton Mutual Fund, IDBI Mutual Fund, Invesco Mutual Fund, Canara Robeco Mutual Fund, DSP BlackRock Mutual Fund, SBI Mutual Fund. UTI Mutual Fund
* The App supports SIP Transactions and Lumpsum transaction from 100+ Banks across India
* App provides Goal Based Investments which helps in tracking your goal for your future


Term Insurance:


* Customer can choose between top insurers, ICICI Prudential Life Insurance, HDFC Life Insurance and purchase a Term Insurance as per their requirement.
* Existing customers can avail Pre-Approved Insurances basis their holdings with the company.


Overall Portfolio Tracking and Reports:


* View your investments across all asset classes in an intuitive dashboard.
* View Folio wise Mutual Funds Investments via the app along with the latest prices.
* Download Financial Reports from the app


Financial Wellness:


* Financial Wellness report card gives you a complete picture of where you are and where you're going with the ability to see your entire financial picture in one place.
* This financial wellness report card helps you reach your financial goals with tools and resources that allow you to set budgets, plan for retirement & kids education and more. High or low? On track or need to improve? Your Score is calculated based on your current financial situation, including your account balances, income, spending and demographic.
* The more accurately you input the details about your financial life, the more accurate your financial wellness score will be.
* The objective of this financial wellness exercise is to find useful tools for tracking your savings progress, estimating your coverage needs, and taking control of your financial future.


How is Chola Wealth App a secured platform?


We ensure the utmost security and privacy, when it comes to your account:
* Fraud Protection: We protect your account from unauthorized activity.
* Privacy Protection: We will never sell your personal information to a third party.


Install the App and Secure your Goals now..!!!