DHANAVRUKSHA WEALTH 17+

DHANA VRUKSHA FINANCIAL SERVICES PRIVATE LIMITED

Designed for iPad

    • 5.0 • 1 Rating
    • Free

Screenshots

Description

DHANAVRUKSHA WEALTH is one-stop shopping for all your Wealth Management 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

What’s New

Version 1.4.4

- 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

Ratings and Reviews

5.0 out of 5
1 Rating

1 Rating

Stephensesuraj ,

I’m Stephen

Really surprised to use this application and its user friendly but one thing u have improve on sending statements on mail should be password protected

App Privacy

The developer, DHANA VRUKSHA FINANCIAL SERVICES PRIVATE LIMITED, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary based on, for example, the features you use or your age. Learn More

You Might Also Like

LC INDIA Wealth
Finance
De'tax v2
Finance
Meri Punji
Finance
MoneyTree Wealth
Finance
M P MEHTA FINSERV LLP
Finance
Dhanvardhan Wealth
Finance