Wealthie 4+

LKP SECURITIES LIMITED

Conçu pour iPhone

    • Gratuit

Captures d’écran d’iPhone

Description

Investment Portfolio App for customers of Wealthie

Wealthie is a state of the art investment & insurance portfolio management App for customers

With Wealthie App, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss.

Here are some of the many features of the Wealthie App:
• Get a summary view of the current status of your investments across asset classes
• Get a summary view of the insurance cover of all members in your family
• Drill down to full detail
• View Upcoming portfolio events
• Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc.
• Buy / Redeem / Switch Mutual Funds online from any AMC
• Get best in the class MF advisory
• Raise a service ticket to your advisor
• Host of useful financial calculators to help you plan your short term and long term financial goals
• Digital Vault – access your important documents anytime from your Smartphone
• Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc.
• Track small saving investments like PPF, NSC, KVP, FD, RD etc.
• Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.

Confidentialité de l’app

Le développeur LKP SECURITIES LIMITED n’a fourni aucune information à Apple concernant ses pratiques en matière de confidentialité et de traitement des données. Pour en savoir plus, consultez la politique de confidentialité du développeur.

Aucune information fournie

Le développeur devra fournir des informations quant à la confidentialité des données au moment de soumettre la prochaine mise à jour de son app.

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