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

SEBI#39;s latest move now allows investors to come to exchanges directly, just as they could go to the MFU entirely on their own.
Wed, 26 Feb 2020 22:02:13 +0530


Thanks to popularity of SIPs, individual investors now hold a higher share of MF assets at around 53 percent of total AUM as of December-end
Tue, 11 Feb 2020 18:32:22 +0530


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Wed, 22 Jan 2020 09:31:05 +0530


However, the pace of growth in folio numbers dropped in 2019 as compared to preceding three years. Industry experts attributed the trend to decline in investors account in debt oriented schemes as they were spooked by credit events in fixed income market.
Tue, 21 Jan 2020 15:14:07 +0530

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