PMPK Wealth France 18 17+

PMPK Wealth Private Limited

Conçu pour iPad

    • Gratuit

Captures d’écran

Description

PMPK Wealth is a FREE app brought to you by PMPK Wealth

This FREE App is for Investors to track their Investment Portfolio and know about our services.

Products covered include Mutual Funds & Equity Shares.

Key Features:

1. Investor Onboarding in 5 min.
2. Complete Paperless Process
3. Family Portfolio - Check updated Family Portfolio.
4. Applicant Portfolio - Check updated Applicant wise Portfolio.
5. Asset Allocation - Get the details of your Net Worth and its composition.
6. Sector Allocation - Get to know sector-wise allocation of your investment.
7. Scheme Allocation - Total exposure in different schemes and its current value.
8. One Day Change - Check how your Schemes performed yesterday.
9. Latest NAV - Track the NAV for any schemes.
10. Scheme Performance - Check the Top Performing Scheme based on returns.
11. By Folio - Check your scheme-wise and folio wise balance units and current values.
12. Tools - Contains different financial calculators for your help.

PS: To access portfolio in this app you must have Online Portfolio Viewer Account provided by PMPK

To get an account with us please email us at pmpkwealth@gmail.com

Nouveautés

Version 3.2.6

- Introduced Meetings Notes
- Improved contact screen for AMFI due diligence req.
- Improved NSE Onboarding Workflow
- Added KYC Check while Placing Order
- Added IIN Rejection Reason in Profiles
- Added Collapsable Option on Home & Portfolio
- Added Transaction Mode in New Investment
- Added Balance units on fund's detailed Screen
- Resolved Mandates Listing & Date Issue
- Resolved Date Related Issues
- Resolved Capital Gain Realised Report Issue

Confidentialité de l’app

Le développeur PMPK Wealth Private Limited a indiqué que le traitement des données tel que décrit ci‑dessous pouvait figurer parmi les pratiques de l’app en matière de confidentialité. Pour en savoir plus, consultez la politique de confidentialité du développeur.

Données non collectées

Le développeur ne collecte aucune donnée avec cette app.

Les pratiques en matière de confidentialité peuvent varier, notamment en fonction des fonctionnalités que vous utilisez ou de votre âge. En savoir plus

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