MyWealth

MyWealth is a state of the art investment & insurance portfolio management app which a financial advisor can provide to his customers (please note that your advisor must be a registered user of Wealth Magic i.e. https://www.wealthmagic.in).

With MyWealth app, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss.

Here are some of the many features of the My Wealth app:

• Get a summary view of the current status of your investments across asset classes

• Get a summary view of the insurance cover of all members in your family

• Drill down to full detail

• View Upcoming portfolio events

• Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc.

• Buy / Redeem / Switch Mutual Funds online from any AMC

• Get best in the class MF advisory

• Raise a service ticket to your advisor

• Host of useful financial calculators to help you plan your short term and long term financial goals

• Digital Vault – access your important documents anytime from your Smartphone

• Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc.

• Track small saving investments like PPF, NSC, KVP, FD, RD etc.

• Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.

MyWealth adalah keadaan aplikasi pengurusan portfolio seni pelaburan dan insurans yang penasihat kewangan boleh menyediakan kepada pelanggan (sila ambil perhatian bahawa penasihat anda perlu menjadi pengguna berdaftar Kekayaan Magic iaitu https://www.wealthmagic.in).

Dengan aplikasi MyWealth, anda boleh mendapatkan beberapa pandangan portfolio anda yang bukan sahaja akan membuat anda mengikuti tentang status terbarunya, tetapi juga membantu anda membuat keputusan penting untuk pelaburan semula keseimbangan, tempahan keuntungan atau menghentikan kerugian.

Berikut adalah beberapa ciri-ciri banyak aplikasi My Wealth:

• Dapatkan pemandangan ringkasan status semasa pelaburan anda dalam pelbagai kelas aset

• Dapatkan pemandangan ringkasan perlindungan insurans semua ahli dalam keluarga anda

• gerudi turun ke butiran penuh

• View Datang acara portfolio

• Dapatkan makluman tentang peristiwa-peristiwa penting anda seperti premium insurans hayat kerana, pembaharuan insurans am, SIP kerana, FMP matang, dan lain-lain

• Beli / Menyelesaikan Baki / Tukar Dana Mutual talian dari mana-mana AMC

• Dapatkan nasihat terbaik dalam kelas PT

• Meningkatkan tiket perkhidmatan kepada penasihat anda

• Host kalkulator kewangan yang berguna untuk membantu anda merancang matlamat kewangan jangka panjang jangka pendek dan

• Digital Vault - dokumen-dokumen penting anda bila-bila masa dari Smartphone anda

• Menyediakan liputan semua bahagian Insurans Am utama seperti Kesihatan, Motor, Kebakaran dan lain-lain

• Ikuti pelaburan penjimatan kecil seperti PPF, MSN, KVP, FD, RD dan lain-lain

• Mengekalkan pelaburan anda dalam Stok, Bon, Bullion, Komoditi dan lain-lain