My-Wealth 2.19

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.

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:

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