PMPK Wealth 17+

Name: PMPK Wealth
Author: PMPK Wealth Private Limited

PMPK Wealth Private Limited

Ontworpen voor iPad

- Gratis

Beschrijving

PMPK Wealth is a FREE app brought to you by PMPK Wealth

This FREE App is for Investors to track their Investment Portfolio and know about our services.

Products covered include Mutual Funds & Equity Shares.

Key Features:

1. Investor Onboarding in 5 min.
2. Complete Paperless Process
3. Family Portfolio - Check updated Family Portfolio.
4. Applicant Portfolio - Check updated Applicant wise Portfolio.
5. Asset Allocation - Get the details of your Net Worth and its composition.
6. Sector Allocation - Get to know sector-wise allocation of your investment.
7. Scheme Allocation - Total exposure in different schemes and its current value.
8. One Day Change - Check how your Schemes performed yesterday.
9. Latest NAV - Track the NAV for any schemes.
10. Scheme Performance - Check the Top Performing Scheme based on returns.
11. By Folio - Check your scheme-wise and folio wise balance units and current values.
12. Tools - Contains different financial calculators for your help.

PS: To access portfolio in this app you must have Online Portfolio Viewer Account provided by PMPK

To get an account with us please email us at pmpkwealth@gmail.com

29 jul. 2024

Versie 3.2.6

- 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

De ontwikkelaar, PMPK Wealth Private Limited, heeft aangegeven dat volgens de toepassing van het privacybeleid van de app gegevens kunnen worden beheerd zoals hieronder staat beschreven. Ga voor meer informatie naar het privacybeleid van de ontwikkelaar.