Wealth Desk

Online software for consolidated management of Mutual Fund/FD/Postal Savings ,Life Insurance & General Insurance, use it from any part of the world.Our Online Wealth Account generate a World Class “Tension Free” account for you which manage all investments in All Mutual Fund Schemes, Fixed Income Instruments which includes - Bank Deposits, Company Fixed Deposits, Bonds, Debentures, PPF, Debentures, NSS, Postal Savings, Life & Non Life Insurance with excellent graphically represented reports.Reports for our Clients: The clients will

get following Reports in Wealth Account:-

 

  • Consolidated Wealth Allocation Report .
  • Current Valuation Report .
  • Interest Income Report.
  • Mutual Fund Valuation Report.
  • Mutual Fund Transaction Report .
  • FD Maturity Report .
  • Life & Non life Insurance premium due report .
  • Pop-up Reminder for SIP, Insurance and FDs..

The clients will get following SMS & Email Alerts from Us:-

  • Monthly MF valuation alert.
  • Profit booking alerts.
  • Dividend earned alert .
  • Alert by Targeted NAV/Date & Valuation
  • Life insurance Premium Due alert .
  • Policy maturity alert .
  • Vehicle insurance premium due alert.
  • Health Insurance premium due alert.

FD & Postal Scheme Maturity alerts

 

MF News

All time high inflows suggest that the third wave has not dampened investors’ enthusiasm for equity mutual funds
Tue, 11 Jan 2022 11:58:58 +0530


All time high inflows suggest that the third wave has not dampened investors’ enthusiasm for equity mutual funds
Tue, 11 Jan 2022 11:58:58 +0530


The dip in the valuation of the AMC stocks is in contrast to the favourable industry trends and presents an investment opportunity
Mon, 27 Dec 2021 10:46:13 +0530

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