In keeping with its commitment to keep clients up-to-date on their investments through reports such as portfolio valuation, asset allocation, capital gains / loss, level of diversification in the portfolio at all times as well as making online investments seamless for them, Wiseinvest Advisors has provided state of the art technology through My Portfolio App.
Herein are some of the features of My Portfolio App.
o Upcoming Events – Provides information on upcoming events such as SIPs that are due on a monthly, half yearly and yearly basis as well as FMPs/ Closed End Funds due for maturity.
o Failed Transactions – Helps in keeping track of reversal / rejected entries.
o Notifications – Updates on markets / RBI policy / scheme review from Wiseinvest Advisors can be viewed here.
o My Portfolio – Provides a complete real time status of the portfolio at all times. Important details like asset allocation, transaction summary, active SIPs, capital gains / loss and portfolio exposure can be viewed here.
o Transact Mutual Fund – Transactions such as buy / redeem / switch can be put through online any where and at any time through this section. However, online transaction can be accessed only if registration is done on the NSE/BSE platforms. Wiseinvest Advisors helps its clients in completing the registration process.
o Search Mutual Funds – Details of schemes of any mutual fund in terms of full holdings, performance, NAV history can be viewed here.
o Report An Issue – Requests can be made to Wiseinvest Advisors on any requirement relating to the portfolio.
o Tools / Calculators – A number of calculators to help you decide the quantum of investment required for important goals to be achieved at different stages of life.
为了保证客户通过投资组合估值、资产分配、资本损益、投资组合的多样化水平以及为客户无缝进行在线投资等报告了解最新投资，睿智投资顾问通过我的采购订单提供了最先进的技术。RTFOLIO应用程序。