MyFirstPortfolio 17+

Name: MyFirstPortfolio
Author: Excel Net Solutions Private Limited

Excel Net Solutions Private Limited

Diseñada para iPad

- Gratis

Descripción

MyFirstPortfolio is one-stop shopping for all your Financial needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets:

- Mutual Funds

- Equity Shares

- Bonds

- Fixed Deposits

- PMS

- Insurance

Key Features:

- Complete Portfolio report download including all assets.

- View historical Performace of your Portfolio easily

- Easy login via your Google email id.

- Transaction statement of any period

- 1 Click Statement of Account Download for any Asset Management Company in India

- Advanced Capital Gain Reports

- Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency

- SIP Report to be informed of your Running and Upcoming SIPs, STPs.

- Insurance list to keep track of premiums to be paid.

- Folio details registered with each AMC.

Calculators and Tools available:

- Retirement Calculator

- SIP Calculator

- SIP Delay Calculator

- SIP Step up Calculator

- Marriage Calculator

- EMI Calculator

24 jul 2024

Versión 1.0.4

- 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

Excel Net Solutions Private Limited, que desarrolló esta app, indicó que entre las prácticas de privacidad de la app, pueden incluirse el manejo de datos que se describe a continuación. Para obtener detalles, consulta la política de privacidad del desarrollador.