Blue Lake Capital 17+

BLUE LAKE CAPITAL

Designed for iPad

    • Free

Screenshots

Description

Blue Lake Capital is India’s fastest growing investment & portfolio-tracking platform. The platform offers one-stop shop solutions for all your Investment and Financial needs. You can use this state-of- the-art App to track your overall Financial Portfolio that includes all financial asset classes, such as:

• Mutual Funds
• Equity Shares
• Bonds
• Fixed Deposits
• PMS
• Alternative Investment Funds
• Real Estate Funds
• Pension / PPF / EPF / NPS
• Life and General Insurance
• Liquiloans

Invest smartly based on life goals & important financial planning concepts, coupled with unparalleled security and a seamless digital experience.
Also, avail Loan against your existing Mutual Funds (LAS) digitally within minutes.

Key Features:
• Various types of Portfolio Reports – View & Download Reports that include all your Assets.
• Generate Portfolio Reports in multiple formats (PDF, Excel, Email reports).
• Conveniently view the historical performance of your Portfolio.
• Portfolio & Redemption Simulations, Model Portfolio and Portfolio Rebalancing tools.
• Transaction Statement for any period.
• Single-click Statement downloads (SOAs) for any Asset Management Company in India.
• Complete details of all Folios that are registered with every Asset Management Company.
• Advance Capital Gain Reports.
• Invest Online in any Mutual Fund schemes or New Fund Offer (NFOs).
• Track all orders till the allotment of Units for complete transparency.
• Identify top performing Mutual Fund schemes with our cutting-edge research tools.
• Deep dive into every Mutual Fund scheme for in-depth analysis of quantitative & qualitative
parameters.
• SIP Reports to stay updated on your Ongoing and Upcoming SIPs, STPs etc.
• Insurance tracker to keep a track of premiums to be paid.
• Track major Stock Market Indices that matter to you... on the go!

Calculators and Tools available:
• Lumpsum Calculator
• SIP Calculator
• Step-up SIP Calculator
• Cost of Delay SIP Calculator
• SIP Tenure Calculator
• SIP Planner
• SWP Planner
• STP Planner
• Retirement Calculator
• Education & Marriage Calculators
• EMI Calculator

About Blue Lake Capital:
Blue Lake Capital or BLC is an AMFI registered Mutual Fund Distributor and one of the fastest growing Wealth Management companies in India. BLC is dedicated to working solely in the interest of our valued clients, who trust us to be diligent stewards in protecting and growing their wealth. The firm boasts of an upbeat track record in the Global Capital Markets and it’s core value of Wealth generation for it’s esteemed investors with highest ethical standards and global practices.
Although experts in the Indian, US, APAC and European Capital Markets, we pursue opportunities in other major Global Markets, alternative Asset classes and the new-age Digital assets.
The company has been awarded as the 10 Best Wealth Management Start-ups in India for the year 2022, by Silicon India Magazine and Publications.
Please do visit us at https://bluelakecm.com/ for more information.

What’s New

Version 1.0.4

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 detailed Screen, Resolved Mandates Listing & Date Issue, Resolved Date Related Issues, Resolved Capital Gain Realised Report Issue

App Privacy

The developer, BLUE LAKE CAPITAL, 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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