Wiseinvest My Portfolio App 4+
Wiseinvest Private Limited
iPhone के लिए डिज़ाइन किया गया
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iPhone स्क्रीनशॉट
विवरण
My Portfolio App from Wiseinvest Advisors exclusively for its clients.
In keeping with its commitment to keep clients up-to-date on their investments through reports such as portfolio valuation, asset allocation, capital gains / loss, level of diversification in the portfolio at all times as well as making online investments seamless for them, Wiseinvest Advisors has provided state of the art technology through My Portfolio App.
Herein are some of the features of My Portfolio App.
• Upcoming Events – Provides information on upcoming events such as SIPs that are due on a monthly, half yearly and yearly basis as well as FMPs/ Closed End Funds due for maturity.
• Failed Transactions – Helps in keeping track of reversal / rejected entries.
• Notifications – Updates on markets / RBI policy / scheme review from Wiseinvest Advisors can be viewed here.
• My Portfolio – Provides a complete real time status of the portfolio at all times. Important details like asset allocation, transaction summary, active SIPs, capital gains / loss and portfolio exposure can be viewed here.
• Transact Mutual Fund – Transactions such as buy / redeem / switch can be put through online any where and at any time through this section. However, online transaction can be accessed only if registration is done on the NSE/BSE platforms. Wiseinvest Advisors helps its clients in completing the registration process.
• Search Mutual Funds – Details of schemes of any mutual fund in terms of full holdings, performance, NAV history can be viewed here.
• Report An Issue – Requests can be made to Wiseinvest Advisors on any requirement relating to the portfolio.
• Tools / Calculators – A number of calculators to help you decide the quantum of investment required for important goals to be achieved at different stages of life.
क्या नया है
संस्करण 3.6
BUG FIXED
रेटिंग और समीक्षाएँ
Worst
I use this app in ios device and within one week this app got crash and every time i have to delete this aap and reinstall it
ऐप गोपनीयता
डेवलपर Wiseinvest Private Limited ने बताया है कि ऐप के गोपनीयता संबंधी व्यवहारों में नीचे दिए गए वर्णन के अनुसार डेटा का उपयोग शामिल हो सकता है। अधिक जानकारी के लिए डेवलपर की गोपनीयता नीति देखें।
डेटा एकत्रित नहीं किया जाता है
डेवलपर इस ऐप से कोई भी डेटा एकत्रित नहीं करता है।
गोपनीयता संबंधी तौर-तरीक़े अलग-अलग हो सकते हैं; उदाहरण के तौर पर, वे आपके द्वारा उपयोग किए जाने वाले फ़ीचर्स या आपकी उम्र के आधार पर विभिन्न हो सकते हैं। अधिक जानें
जानकारी
- प्रदाता
- Wiseinvest Private Limited
- आकार
- 102.2 MB
- श्रेणी
- वित्त
- संगतता
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- iPhone
- iOS 12.0 या बाद का संस्करण आवश्यक है।
- iPod touch
- iOS 12.0 या बाद का संस्करण आवश्यक है।
- Mac
- macOS 11.0 या बाद का संस्करण और Apple M1 चिप या बाद के संस्करण वाले Mac की आवश्यकता है।
- Apple Vision
- visionOS 1.0 या बाद का संस्करण आवश्यक है।
- भाषाएँ
- उम्र रेटिंग
- 4+
- कॉपीराइट
- Copyright © 2019 Wiseinvest Advisors Pvt. Ltd.
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