Proinvest 17+

Name: Proinvest
Author: PROINVEST WEALTH MANAGERS PRIVATE LIMITED

PROINVEST WEALTH MANAGERS PRIVATE LIMITED

Progettata per iPad

- Gratis

Descrizione

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

29 lug 2024

Versione 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

Lo sviluppatore, PROINVEST WEALTH MANAGERS PRIVATE LIMITED, ha indicato che le procedure per la tutela della privacy dell’app potrebbero includere il trattamento dei dati descritto di seguito. Per ulteriori informazioni, consulta l’informativa sulla privacy dello sviluppatore.