3i Wealth 17+

Name: 3i Wealth
Author: 3I WEALTH LLP

3I WEALTH LLP

Розроблено для iPad

- Безкоштовно

Опис

3i Wealth is a state of the art investment portfolio management app that empowers you to invest online
in top-performing mutual funds, track and manage your investment portfolio, map your investments
with your life’s goals.

With 3i Wealth, you get detailed views of your portfolio which will not only keep you abreast about its
latest status, but also help you in understanding and taking decisions on Asset allocation, Investments,
and Re-balancing of the portfolio.

Key Features of 3i Wealth:

- Easy Portfolio Manager - Get a summary view of your investments across asset classes.

- Drill down – You can deep dive in the reports to full details.

- Year-end Reports – Get all the reports required for accounting, auditing, and taxation
perspective. Transaction report, dividend and interest summary and capital gain report.

- Research - Invest in well researched Mutual Fund schemes.

- Paper-less Investments – We offer a paperless process of investment. Buy, Redeem, Switch
Mutual Funds online in a seamless manner across all Mutual Funds. It takes a few seconds to
register a SIP or Purchase an ELSS.

- Goal Tracker - Give purpose to your investments, you can map all your investments with the
goal like child education, marriage, or retirement.

- Financial Calculators - Host of useful financial calculators to help you plan your short term and
long-term financial goals.

- Digital Vault – access your important documents anytime from your Smartphone.

26 лип. 2024 р.

Версія 5.5.0

- 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

Розробник (3I WEALTH LLP) зазначив, що до процедур забезпечення приватності програми може входити обробка даних, як це описано нижче. Докладніші відомості наведено на сторінці політики приватності розробника.

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