MyFirstPortfolio 17+

Name: MyFirstPortfolio
Author: Excel Net Solutions Private Limited

Excel Net Solutions Private Limited

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설명

MyFirstPortfolio is one-stop shopping for all your Financial 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

- Easy login via your Google email id.

- 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

2024년 7월 24일

버전 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's detailed Screen
- Resolved Mandates Listing & Date Issue
- Resolved Date Related Issues
- Resolved Capital Gain Realised Report Issue