| 開發人員: | Sanjay Mehta Financial Services (4) | ||
| 價錢: | 免費 | ||
| 排名: | 0 | ||
| 評測: | 0 寫評論 | ||
| 清單: | 0 + 0 | ||
| 點數: | 0 + 0 ¡ | ||
| Google Play | |||
描述
With SMFS Wealth, you can seamlessly consolidate and manage your family’s entire multi-asset portfolio on a single, intuitive platform. Track and organise all your investments across Mutual Funds, SIFs, PMS, AIFs, FDs, Bonds and more — with powerful, comprehensive reporting at your fingertips.
Key Features
Unified Portfolio View: Bring together all your investments — across asset classes and across family members — in one place.
Advanced Analytics: Get in-depth insights on asset allocation, XIRR performance, and portfolio trends to make better decisions.
Goal Planning: Create financial goals, allocate investments, and monitor progress with clarity.
Risk Profiling: The built-in risk assessment ensures your portfolio stays aligned with your true risk appetite.
Insurance Dashboard: Track all your Health & Term Insurance policies with smart renewal reminders so you never miss a deadline.
Mutual Fund Transactions: Execute all MF transactions effortlessly — lump sums, SIPs, STPs, SWPs, redemptions, and more.
Family Consolidation: View, manage, and analyse investments for your entire household with ease.
SMFS Wealth delivers a premium, comprehensive, and intelligent wealth-management experience — crafted to help you build, grow, and secure your wealth with confidence.
Visit www.smfs.in for more details.
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新功能
- 版本: 1.0.0
- 發佈日期:
- SMFS Wealth brings premium, simplified investing to your fingertips — helping you build and manage your wealth with confidence.
價錢
- 今天: 免費
- 最小值: 免費
- 最大值: 免費
追蹤票價
開發人員
- Sanjay Mehta Financial Services
- 平台: Android 應用程式 (3) iOS 應用程式 (1)
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其他資訊
- 版本: 1.0.0
- 類別 :
Android 應用程式›財經 - OS:
Android 6.0 - 大小:
23 Mb - 內容分級:
Everyone - Google Play 評分:
0 - 發佈日期:
- 發行日期:
聯絡人
- 個人網站:
https://smfs.in
SMFS Wealth 縮短網址: 已複製!- 🌟 分享
- Google Play
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