nWealth 4+

A D NAIK WEALTH PRIVATE LIMITED

Designed for iPad

    • Free

Screenshots

Description

nWealth is a FREE app brought to you by Naikwealth Pvt. Ltd. This FREE App is for Investors to track their Investment Portfolio. Products covered include Mutual Funds & Equity Shares. Details of Insurance, FD's and Other asset classes will also be available shortly.
Key Features of nWealth
1. Family Portfolio- Check updated Family Portfolio.
2. Applicant Portfolio- Check updated Applicant wise Portfolio.
3. Asset Allocation- Get the details of your Net Worth and its composition.
4. Sector Allocation- Get to know sector wise allocation of your investment.
5. Scheme Allocation- Total exposure in different schemes and its current value.
6. Last Transaction- Check your last 10 Transactions which have done.
7. Latest NAV- Track the NAV for any schemes.
8. Scheme Performance- Check the Top Performing Scheme based on returns.
9. By Folio - Check your scheme wise and folio wise balance units and current values.

PS: To access this app you must have Online Portfolio Viewer Account provided by Naikwealth Pvt. Ltd. To have an account with us please email us at care@naikwealth.in

What’s New

Version 4.0.1

Investment Profile Create in Broker Login,Investment Return & One Day Change Percentage in Dashboard, Separate Section for Market Update on Home, Resolved Issue in Email Portfolio Valuation & Summary Report, Resolved App Crash on few Screens, Resolved Client Search Refresh Issue in Broker Login, Resolved Mandate Selection Issue in few cases,General Update

App Privacy

The developer, A D NAIK WEALTH PRIVATE LIMITED, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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