PLANWAY CAPITAL
Finance
Free · Designed for iPad
Introducing PLANWAY CAPITAL - Your Ultimate Financial Companion
PLANWAY CAPITAL simplifies your financial management by offering a comprehensive suite of services to meet all your financial needs. Our state-of-the-art app ensures you stay in control of your complete financial portfolio, including assets like Mutual Funds, Equity Shares, Bonds, and Fixed Deposits.
Key Features:
1. **Complete Portfolio Reporting:** Download detailed portfolio reports encompassing all your assets for a comprehensive overview of your financial standing.
2. **Historical Performance Tracking:** Easily monitor the historical performance of your portfolio to make informed investment decisions.
3. **Convenient Login:** Seamlessly access your account using your Google email ID for a hassle-free login experience.
4. **Transaction Statements:** Retrieve transaction statements for any period, empowering you to track your financial activities effortlessly.
5. **One-Click Account Statement Download:** Download account statements from any Asset Management Company in India with just one click for streamlined record-keeping.
6. **Advanced Capital Gain Reports:** Gain insights into your capital gains with advanced reports to optimize your tax planning strategies.
7. **Online Mutual Fund Investments:** Invest online in any mutual fund scheme or new fund offer with ease. Track all orders until unit allotment for complete transparency.
8. **SIP Reporting:** Stay informed about your running and upcoming Systematic Investment Plans (SIPs) and Systematic Transfer Plans (STPs) with comprehensive reports.
9. **Folio Details:** Access folio details registered with each Asset Management Company (AMC) for efficient management of your mutual fund investments.
Calculators and Tools Available:
- Retirement Calculator
- SIP Calculator
- SIP Delay Calculator
- SIP Step-up Calculator
- Marriage Calculator
- EMI Calculator
PLANWAY CAPITAL is your one-stop destination for all your financial needs. Download the app today and take charge of your financial future with confidence.
Ratings & Reviews
This app has not received enough ratings or reviews to display an overview.
- AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes
The developer, PLANWAY 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.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Provider
- PLANWAY CAPITAL
- Size
- 95.4 MB
- Category
- Finance
- Compatibility
Requires iOS 16.0 or later.
- iPhone
Requires iOS 16.0 or later. - iPad
Requires iPadOS 16.0 or later. - Mac
Requires macOS 13.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
16+
- 16+
- Frequent
Mature or Suggestive Themes
- Copyright
- Copyright © 2024 All rights reserved.