One Portfolio 4+
ONE PORTFOLIO ADVISORY PRIVATE LIMITED
Desenvolvida para iPhone
-
- Grátis
Capturas de ecrã do iPhone
Descrição
Investment Portfolio App for customers of One Portfolio
One Portfolio is a state of the art investment & insurance portfolio management App for customers
With One Portfolio 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 One Portfolio App:
1 Get a summary view of the current status of your investments across asset classes
2 Get a summary view of the insurance cover of all members in your family
3 Drill down to full detail
4 View Upcoming portfolio events
5 Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc.
6 Buy / Redeem / Switch Mutual Funds online from any AMC
7 Get best in the class MF advisory
8 Raise a service ticket to your advisor
9 Host of useful financial calculators to help you plan your short term and long term financial goals
10 Digital Vault ñ access your important documents anytime from your Smartphone
11 Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc.
12 Track small saving investments like PPF, NSC, KVP, FD, RD etc.
13 Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.
Novidades
Versão 2.18
Bug fixes and some enhancements.
Privacidade da app
O programador, ONE PORTFOLIO ADVISORY PRIVATE LIMITED, indicou que as práticas de privacidade da app podem incluir o tratamento de dados conforme descrito abaixo. Encontrará mais informação na política de privacidade do programador.
Dados não recolhidos
O programador não recolhe quaisquer dados desta app.
As práticas de privacidade podem variar, por exemplo, consoante as funcionalidades utilizadas ou a idade do utilizador. Saiba mais
Informação
- Fornecedor
- ONE PORTFOLIO ADVISORY PRIVATE LIMITED
- Tamanho
- 95,9 MB
- Categoria
- Finanças
- Compatibilidade
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- iPhone
- Requer o iOS 11.0 ou posterior.
- iPod touch
- Requer o iOS 11.0 ou posterior.
- Mac
- Requer o macOS 11.0 ou posterior e o processador M1 da Apple ou posterior.
- Apple Vision
- Requer o visionOS 1.0 ou posterior.
- Idiomas
- Idade
- 4+
- Copyright
- All Rights Reserved © 2021 www.oneportfolio.in
- Preço
- Grátis