このアプリのYoutube動画がある場合はURLを送信してください。詳細 »
APPLICATION INFO - iPhoneアプリの詳細情報
Investment Portfolio App for customers of Wealthie
Wealthie is a state of the art investment & insurance portfolio management App for customers
With Wealthie App, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss.
Here are some of the many features of the Wealthie App:
• Get a summary view of the current status of your investments across asset classes
• Get a summary view of the insurance cover of all members in your family
• Drill down to full detail
• View Upcoming portfolio events
• Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc.
• Buy / Redeem / Switch Mutual Funds online from any AMC
• Get best in the class MF advisory
• Raise a service ticket to your advisor
• Host of useful financial calculators to help you plan your short term and long term financial goals
• Digital Vault – access your important documents anytime from your Smartphone
• Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc.
• Track small saving investments like PPF, NSC, KVP, FD, RD etc.
• Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.
Wealthie is a state of the art investment & insurance portfolio management App for customers
With Wealthie App, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss.
Here are some of the many features of the Wealthie App:
• Get a summary view of the current status of your investments across asset classes
• Get a summary view of the insurance cover of all members in your family
• Drill down to full detail
• View Upcoming portfolio events
• Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc.
• Buy / Redeem / Switch Mutual Funds online from any AMC
• Get best in the class MF advisory
• Raise a service ticket to your advisor
• Host of useful financial calculators to help you plan your short term and long term financial goals
• Digital Vault – access your important documents anytime from your Smartphone
• Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc.
• Track small saving investments like PPF, NSC, KVP, FD, RD etc.
• Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.
カテゴリー
ファイナンス
ファイナンス
リリース
2020/1/30
2020/1/30
バージョン
2.18
2.18
言語
サイズ
236.9 MB
236.9 MB
条件
スクリーンショット
LKP SECURITIES LIMITED の他のアプリ » もっと見る
» 目的別iPhoneアプリ検索
- 辞書 » 日本語対応の辞書 » 英和辞典
- 学習 » 英単語 » 英会話 » クイズで楽しく
- スケジュール » 管理 » Googleカレンダー
au WALLET
KDDI CORPORATION無料楽天カード
RAKUTEN CARD,INC.無料セゾンPortal/クレジット管理
Credit Saison Co., Ltd.無料家計簿おカネレコ - 人気おこづかい帳家計簿(かけいぼ)
Smart Idea inc.無料家計簿でおこづかいが貯まる!ポイントGET家計簿アプリ!家計..
Aiko Tanaka無料家計簿Zaimレシート読取・自動連携が無料の人気簡単アプリ
Zaim Inc.無料かんたん家計簿 ポチレコ(POCHIRECO)
Yahoo Japan Corp.無料楽天銀行
楽天銀行株式会社無料Yahoo!ファイナンス - 株価・為替の総合アプリ(無料)
Yahoo Japan Corp.無料エポスカード公式アプリ
株式会社エポスカード無料
CatchApp新着アプリレビュー
様々な楽しみ方で運転士として成長していく鉄道運転士育成RPG「プラチナ・トレイン(プラトレ) 日本縦断てつどうの旅」
2016-05-17 00:00
日本語にはない英語発音のリスニングを楽しく学べる「発音どっち?英語リスニング 」
2014-12-20 12:00
指先の瞬発力が試されるカジュアルゲーム「早撃ちパニック」をリリース!
2014-12-08 15:21
新着アプリ動画