Cambridge Wealth
Finans
Endast för iPhone
Gratis
iPhone
"Still managing all your investments the old way? Well, look no further.
Cambridge Wealth brings not only the ease of tracking and managing your portfolio all at one place, but also give you real time insights and support on your portfolio, whenever you need it. Our expert Counsellor have more than 2 decades of experience in managing wealth for some of the most prestigious investors around the globe.Recognising the need for a Family Management Platform in India, our synchronised investment, legal and fiduciary recommendations, are tailored to meet your specific needs.
Real time insights:
- Upload a record of your existing investments and get instant review and rebalancing recommendations on your portfolio
- Real-time insights & analytics on your portfolio to mitigate unknown risks in the future
- Product Recommendations based on your risk appetite and investment actions.
Investment Counsellor support :
- Dedicated investment Counsellor to guide and recommend solutions tailored to your financial needs
- Schedule an online or in person meeting with your counsellor at any point of time .
- Need help planning your taxes? Our tax experts are at your service to help you plan your portfolio considering your taxation requirements.
Portfolio Monitoring:
- Review and rebalancing support via Personalized portfolio reviews designed to maximise your portfolio returns
- Our smart Portfolio track raises instant alerts to mitigate and hedge risk during extreme Volatility in markets & adjust to your investing style.
- Never be in the dark. All changes in your portfolio are executed only after your approval."
Betyg och recensioner
Det visas ingen översikt eftersom den här appen inte har fått tillräckligt många betyg eller recensioner.
Bug fixes and new features :)
Happy new year!
Utvecklaren Baker Street Fintech Private Limited har meddelat att appens integritetspraxis kan omfatta hantering av data enligt beskrivningen nedan. Mer information finns i utvecklarens integritetspolicy .
Data samlas inte in
Utvecklaren samlar inte in några data från den här appen.
Hjälpmedel
Utvecklaren har ännu inte uppgett vilka hjälpmedelsfunktioner som den här appen stöder. Läs mer
Information
- Storlek
- 249,2 MB
- Kategori
- Finans
- Kompatibilitet
Kräver iOS 15.6 eller senare.
- iPhone
Kräver iOS 15.6 eller senare. - iPod touch
Kräver iOS 15.6 eller senare. - Apple Vision
Kräver visionOS 1.0 eller senare.
- Språk
- engelska
- Ålder
4+
- 4+
- Leverantör
Baker Street Fintech Private Limited
- Baker Street Fintech Private Limited har inte identifierat sig som en näringsidkare för den här appen. Om du är en konsument i det Europeiska ekonomiska samarbetsområdet (EES) gäller inte konsumenträttigheter för avtal mellan dig och leverantören.
- Copyright
- © Baker Street Fintech Pvt. Ltd