CapitPlan
理財
免費 · 專為 iPad 設計
CapitPlan is a wealth management platform which allows you to invest, manage and track your
wealth with ease. With us, you can invest in more than 2500 mutual fund schemes and connect
directly with your financial advisor. It also allows you to raise service request.
Convenience with CapitPlan:
Easy, online and minimalistic process
CapitPlan provides paperless onboarding process with one-time KYC registration done within the
app.
Transact online with few clicks
- Zero platform charges, offering regular plan options only
- Auto debit from registered bank account with NACH mandate
- Easy Investing: SIP, STP, SWP or lumpsum investment
- Withdraw funds with a single click and it will be credited to your bank account in 2-3 working
days
Explore mutual funds schemes
- Smart filter option to get schemes based on personal criteria
- Detailed insights on each scheme to help you choose from the best
- Compare multiple schemes exclusively on app
- Invest in ELSS and avail tax saving benefit
Tools & Calculators
- Goal-based planning: With multiple financial needs to achieve, you can find a fund for every
goal with automatic tracking feature.
- Risk profiling: Check your financial risk appetite and get appropriate investment options.
- Estimate Return on Investment (RoI): Mutual fund calculators can help estimate RoI over a
period of time.
Wealth Tracker
- Add various other asset classes (Stocks, Insurance, FDs, Bonds, PPF, PMS etc.) to track self and
family’s investment portfolio 24x7. Add unlimited family member accounts without creating
multiple logins.
- Upload your CAS statement to track all your other broker introduced mutual fund investments.
- Get summarized and detailed portfolio health reports to improve return and reduce risks.
Learn about investing and personal finance
- Tips and tricks on handling your personal finance
- Investment news updates
- Easy to understand articles and infographics
Safe & Secure Investing
- Provides 100% bank grade security for all your transactions
- Screen lock (PIN, Pattern and fingerprint) support for your privacy
- Protects privacy of your information
We value your Hard-Earned Money, Start your investment journey today with CapitPlan!
CapitPlan – Wealth Management platform by MoneyIsle (a brand owned by ISF Finserv LLP, AMFI
registered mutual fund distributor)
Disclaimer – Mutual Fund investments are subject to market risks. Read all the scheme related
documents carefully. The past performance of mutual funds is not an indicator of future returns.
評分與評論
此App未收到足夠的評分或評論以顯示概況。
- Introduced NSE Invest Cart
- Added NSE Invest-Track order functionality
- Added Client Search by Equity Code
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Conditions while login / signup
- Added Avg. Purchase NAV to be shown in portfolio detail screen
- Added Investment via short link
- Added BSE Cart Trusted Mode App
- Pay via Link option for BSE Trusted Mode
- Updated AMFI Links
- Fixed Crashes
開發者Moneyisle ISF Securities Ltd表明App的私隱慣例或包括下列資料的處理。詳情請參閲 開發者的私隱政策 。
不收集資料
開發者不會從此 App 收集任何資料。
輔助使用
開發者尚未表示此 App 支援哪些輔助使用功能。 進一步了解
資料
- 供應商
- ISF SECURITIES LIMITED
- 大小
- 95.6 MB
- 類別
- 理財
- 相容性
須使用 iOS 16.0 或以上版本。
- iPhone
須使用 iOS 16.0 或以上版本。 - iPad
須使用 iPadOS 16.0 或以上版本。 - Mac
須使用 macOS 13.0 或以上版本及配備 Apple M1 或以上版本晶片的 Mac。 - Apple Vision
須使用 visionOS 1.0 或以上版本。
- 語言
- 英文
- 年齡分級
4+
- 4+
- 版權
- © Copyright@2021, MoneyIsle