Allwin Financial Services 17+

ALLWIN FINANCIAL SERVICES

Designed for iPad

    • Free

Screenshots

Description

Allwin Financial Services 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 2.2.6

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

App Privacy

The developer, ALLWIN FINANCIAL SERVICES, 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, for example, based on the features you use or your age. Learn More

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