描述
Key Features:
1. Obtain a detailed Portfolio report encompassing all your assets.
2. Easily access the historical Performance of your Portfolio.
3. Conveniently log in using your Google email id.
4. Retrieve transaction statements for any desired period.
5. Download Account Statements for any Asset Management Company in India with just one click.
6. Access Advanced Capital Gain Reports.
7. Invest Online in any Mutual fund scheme or New Fund Offer, while tracking all orders until unit allotment for complete transparency.
8. Stay informed about your Running and Upcoming SIPs (Systematic Investment Plans) and STPs (Systematic Transfer Plans) through the SIP Report.
9. Keep track of your Insurance policies and premium payment dates.
10. Access detailed Folio information registered with each Asset Management Company.
With Utkrisht Prime Wealth, you can efficiently manage and monitor your financial assets and plan for a secure future.
新功能
- 版本: 6.0.1
- 發佈日期:
- - AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes
價錢
- 今天: 免費
- 最小值: 免費
- 最大值: 免費
追蹤票價
開發人員
- VBFMS
- 平台: Android 應用程式 (1) iOS 應用程式 (1)
- 清單: 0 + 0
- 點數: 0 + 0 ¡
- 排名: 0
- 評測: 0
- 折扣: 0
- 影片: 0
- RSS: 訂閱
點數
0 ☹️
排名
0 ☹️
清單
0 ☹️
評測
成為第一個評論 🌟
其他資訊
你可能還喜歡
-
- MEHTA PRIME WEALTH
- iOS 應用程式: 財經 由: MEHTA PRIME WEALTH LIMITED
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 0 版本: 1.5.8 MEHTA PRIME WEALTH is one-stop shopping for all your investment needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets: - ... ⥯
-
- Khasnis Prime Wealth
- iOS 應用程式: 財經 由: KHASNIS PRIME WEALTH PRIVATE LIMITED
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 1 (5.0) 版本: 4.8.2 Research | Invest | Track A dedicated app for all your Mutual Fund needs. A simple and easy way to invest in Mutual Funds. Paperless Investing: Quick & paperless account creation and ... ⥯
-
- Prime Smart
- iOS 應用程式: 財經 由: Prime Commercial Bank Ltd.
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 16 (2.6) 版本: 6.7.88 Prime Smart is Prime Bank's Official Mobile Banking App. Enjoy easy banking from your hand held devices, from anywhere anytime. Manage and use your Bank Account on the move and around ... ⥯
-
- Prime TradEX
- iOS 應用程式: 財經 由: Prime Bank Securities Limited
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 3 (5.0) 版本: 0.2.4 Prime TradEX is a trading platform designed for both beginners and experienced traders, offering a smooth and efficient trading experience. It supports various asset classes, including ⥯
-
- Wealth Safari
- iOS 應用程式: 財經 由: WEALTH SAFARI PRIVATE LIMITED
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 0 版本: 3.0.1 Wealth Safari 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 ... ⥯
-
- Prime Financial CU Mobile
- iOS 應用程式: 財經 由: Prime Financial Credit Union
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 1,977 (4.8) 版本: 4018.1.1 The Prime Mobile App puts secure online banking in the palm of your hand anywhere, anytime! Whether you re at the grocery store, enjoying a well-deserved vacation, or doing some ... ⥯
-
- Prime Accounting
- iOS 應用程式: 財經 由: Prime Accounting Services Pty Ltd
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 0 版本: 1.27.0 This App has been designed by the Prime Accounting Services practice to keep you up to date with your Accounting & Taxation needs. The Prime Accounting Services App is designed to make ⥯
-
- Wealth Without Wall Street
- iOS 應用程式: 財經 由: Wealth Without Wall Street
- * 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 1 + 30 (5.0) 版本: 8.237.51 Founded by Russ Morgan and Joey Mure, the Wealth Without Wall Street community is a place where we engage with one another around how to reach financial freedom without Wall Street. ... ⥯
-
- Prime Security Bank Mobile
- iOS 應用程式: 財經 由: Prime Security Bank
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 57 (4.8) 版本: 25.1.30 Manage your Prime Security Bank accounts conveniently from your mobile device. ⥯
-
- Wealth Partners Alliance
- iOS 應用程式: 財經 由: Wealth Partners Alliance, LLC
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 5 (4.2) 版本: 1.90.1 The Wealth Partners Alliance Mobile App allows enabled clients to access portfolio data, view reports and statements, and communicate with your Wealth Partners Alliance Team in a ... ⥯
-
- Prime Alliance Bank
- iOS 應用程式: 財經 由: Prime Alliance Bank
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 2 (5.0) 版本: 25.7.2 Securely access your Prime Alliance Bank account from your Apple device any time you are connected to the internet. Sign in conveniently with your online banking credentials or sign-up ⥯
-
- Wealth First Live
- iOS 應用程式: 財經 由: Wealth First Portfolio Managers Limited
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 0 版本: 1.0.4 This application helps you to check your Portfolio valuation , Summary of Investment report with Absolute and XIRR return and Last 10 Transactions & Dividend while on the move on your ... ⥯
-
- Wealth NW
- iOS 應用程式: 財經 由: Wealth Advisors Northwest LLC
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 1 (5.0) 版本: 5.19.0 The Wealth Advisors Northwest app allows you to view account information, balances and easily connect with your advisor. ⥯
-
- Wealth Personal
- iOS 應用程式: 財經 由: Wealth Personal
- 免費
- 清單: 0 + 0 排名: 0 評測: 0
- 點數: 0 + 0 版本: 5.9.0 This mobile app allows you to quickly access your investment accounts at the touch of a button, wherever you might be. From your client dashboard, you can easily view your balances, ... ⥯