Capitalmind Wealth 4+
Wizemarkets Analytics Private Ltd
Zaprojektowano dla iPhone’a
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- Gratis
iPhone — zrzuty ekranu
Opis
Unlock unparalleled convenience and control over your wealth with our exclusive Capitalmind Wealth app, designed specifically for our esteemed subscribers. As a leading wealth management firm, we manage assets worth ₹1700 crore for over 1000 families, HUFs, and corporates.
The app extends the capabilities of our desktop application Progress, offering you accessibility and management of your portfolio at your fingertips.
This invite-only app ensures that managing your wealth is seamless, secure, and sophisticated
Outcome Focused:
Our app is designed with the goal of making wealth management more accessible, convenient, and efficient for you. By simplifying the process of adding funds, generating reports, participating in new investments and inviting friends via referral program, we aim to enhance your wealth management experience, ensuring it's as rewarding as it is effortless.
Get Your Invite:
This app is exclusive to Capitalmind PMS subscribers. Know more about us here : https://cm.social/pms-connect-buildwealth . Join us and experience wealth management redefined.
Features :
Exclusive Access: Tailored for our subscribers, this app offers an elite platform for UHNIs to manage and monitor their investments with us effortlessly.
Comprehensive Wealth Overview: Track your investment portfolio, including detailed insights into Current Value, Profit and Loss, Performance, and Allocations. Understand your wealth's dynamics through an intuitive and detailed dashboard.
New Investment Opportunities: Participate in new portfolios with just one click. Our app makes it easier than ever to diversify and enhance your investment portfolio.
Personalized Account Management: View and manage your profile details, nominee information, and risk profile. Our app ensures that your wealth management is as personalized as your investment choices.
In-depth Reports: Access a suite of detailed reports including Tax Profit and Loss, Ledger, Fees and Charges, Capital Gains, Holding reports and much more. Make informed decisions with all the necessary information at your disposal.
Seamless Fund Addition: Add funds to your portfolio effortlessly through our integrated payment gateway supporting UPI, NEFT, RTGS, and Direct Bank Transfers.
Referral Rewards: Invite friends to our Portfolio Management Services and enjoy a ₹10,000 discount on your asset management fee. Grow your network and benefit together.
Instant Support: Raise support tickets within the app for quick resolution of queries. Our dedicated team ensures your wealth management journey is smooth and uninterrupted.
Co nowego
Wersja 1.2
Bug fix
Prywatność w aplikacji
Deweloper (Wizemarkets Analytics Private Ltd) wskazał, że zasady ochrony prywatności w aplikacji mogą obejmować opisane poniżej metody przetwarzania danych. Aby dowiedzieć się więcej, zapoznaj się z zasadami ochrony prywatności dewelopera.
Dane, które nie są z Tobą powiązane
Poniższe dane mogą być gromadzone, ale nie są powiązane z Twoimi kontami, urządzeniami lub tożsamością:
- Dane użycia
- Diagnostyka
Zasady ochrony prywatności mogą się różnić, np. w zależności od używanych funkcji lub Twojego wieku. Więcej informacji
Informacje
- Dostawca
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Przedsiębiorca Wizemarkets Analytics Private Limited identyfikuje się jako dostawca tej aplikacji i potwierdza, że ten produkt lub usługa jest zgodna z przepisami prawa Unii Europejskiej.
- Numer DUNS
- 874149561
- Adres
- 2323, 3Rd Floor, Prakash Arcade, 17Th Cross 27Th Main, 1St Sector, H S R Layout Bengaluru 560102 Karnataka Indie
- Numer telefonu
- +91 6361191039
- Adres email
- support@capitalmindwealth.com
- Wielkość
- 37,1 MB
- Kategoria
- Finanse
- Zgodność
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- iPhone
- Wymaga systemu iOS w wersji 13.4 lub nowszej.
- iPod touch
- Wymaga systemu iOS w wersji 13.4 lub nowszej.
- Mac
- Wymaga systemu macOS w wersji 11.0 lub nowszej oraz Maca z czipem Apple M1 lub nowszym.
- Apple Vision
- Wymaga systemu visionOS w wersji 1.0 lub nowszej.
- Języki
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Angielski
- Wiek
- 4+
- Prawa autorskie
- Copyright © 2005 - Present · All rights reserved Capitalmind Financial Services Private Limited (Formerly known as Wizemarkets Analytics Private Limited)
- Cena
- Gratis