WMG Wealth: Mutual Funds

iOS Universel / Finance

WMG Wealth: Mutual Funds 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:

- Mutual Funds
- Equity Shares
- Bonds
- Fixed Deposits
- PMS
- Insurance

Key Features:

- Complete Portfolio report download including all assets.
- View historical Performace of your Portfolio easily
- Easy login via your Google email id.
- Transaction statement of any period
- 1 Click Statement of Account Download for any Asset Management Company in India
- Advanced Capital Gain Reports
- Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency
- SIP Report to be informed of your Running and Upcoming SIPs, STPs.
- Insurance list to keep track of premiums to be paid.
- Folio details registered with each AMC.

Calculators and Tools available:

- Retirement Calculator
- SIP Calculator
- SIP Delay Calculator
- SIP Step up Calculator
- Marriage Calculator
- EMI Calculator

Quoi de neuf dans la dernière version ?

1. Introduced CRM module in the Broker Dashboard.
2. Implemented Digital Accessibility features in compliance with the Rights of Persons with Disabilities guidelines.
3. Added Dark Theme for improved user experience.
4. Enabled Font Size customization for better readability.
5. Introduced Multi-Lingual support.