Ratnakar Wealth Management 17+

Ratnakar Securities Pvt. Ltd

Progettata per iPad

    • Gratis

Screenshot

Descrizione

Ratnakar Wealth Management is one-stop shopping for all your Wealth Management needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets:

- Mutual Funds
- Equity Shares
- Bonds
- Fixed Deposits
- PMS
- Insurance

Key Features:

- Complete Portfolio report download including all assets.
- View historical Performace of your Portfolio easily
- Transaction statement of any period
- 1 Click Statement of Account Download for any Asset Management Company in India
- Advanced Capital Gain Reports
- Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency
- SIP Report to be informed of your Running and Upcoming SIPs, STPs.
- Insurance list to keep track of premiums to be paid.
- Folio details registered with each AMC.

Calculators and Tools available:

- Retirement Calculator
- SIP Calculator
- SIP Delay Calculator
- SIP Step up Calculator
- Marriage Calculator
- EMI Calculator

Novità

Versione 2.4.0

- 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

Privacy dell’app

Lo sviluppatore, Ratnakar Securities Pvt. Ltd, 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.

Dati non raccolti

Lo sviluppatore non raccoglie alcun dato da quest’app.

Le procedure per la tutela della privacy possono variare, per esempio, in base alle funzioni che usi o alla tua età. Ulteriori informazioni

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