My-Wealth 2.19

Fintso ❘ Freeware ❘
iOS
de votos 14

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<p>MyWealth is an advanced investment and insurance portfolio management application designed for clients of WealthMagic registered Financial Advisors. Please note that your advisor must be a verified user of WealthMagic to access this app.</p>

<p>With the MyWealth app, users can monitor various aspects of their portfolios to stay informed about the latest updates and assist in making informed decisions regarding investment re-balancing, profit realization, or loss prevention. Some key features of the MyWealth app include:</p>

<ul>
    <li>Summary view of current investment status across asset classes</li>
    <li>Overview of the insurance coverage for all family members</li>
    <li>Detailed breakdown of investments</li>
    <li>Upcoming portfolio events display</li>
    <li>Alerts for important events such as life insurance premium deadlines, general insurance renewals, SIP schedules, FMP maturity, and more</li>
    <li>Online purchase, redemption, or switching of Mutual Funds from any AMC</li>
    <li>Expert Mutual Fund advisory services</li>
    <li>Creation of service tickets for your advisor</li>
    <li>Financial calculators to aid in planning short-term and long-term financial goals</li>
    <li>Digital Vault for secure access to essential documents from your smartphone</li>
    <li>Inclusion of major General Insurance categories like Health, Motor, Fire, and others</li>
    <li>Tracking of small saving investments such as PPF, NSC, KVP, FD, RD, and more</li>
    <li>Management of investments in Stocks, Bonds, Bullion, Commodities, and other avenues</li>
</ul>

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