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