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Lollipop

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是艺术品投资与保险投资组合管理应用程序，它财务顾问可以提供给他的客户的状态（请注意，你的导师必须是财富魔法即https://www.wealthmagic.in的注册用户）。

随着MyWealth的应用程序，你可以得到你的投资组合的若干意见，这将不仅帮助您及时了解有关其最新状态，还能帮你做投资的重新平衡，利润预订或停止损失的重要决定。
下面是一些我的财富的应用程序的许多功能：
•获取的跨资产类别您的投资的当前状态摘要视图
•获取所有成员的保险单的摘要视图在你的家人
•向下钻取到的全部细节
•查看即将举行的投资组合活动
•获取有关的重要事件，如寿险保费到期，一般保险续费，SIP到期，FMP成熟，等警报
•购买/兑换/来自任何AMC切换为在线共同基金
•获取最好的类MF咨询
•提高服务票据来你的顾问
•有用的金融计算器的主机，以帮助您规划短期和长期财务目标
•数字Vault - 从智能手机随时随地访问您的重要文件
•提供所有主要的通用保险部分，如医疗，汽车，消防等的报道
•跟踪像PPF，NSC，KVP，FD，RD等小型储蓄投资
•保持股票，债券，黄金，商品等你的投资


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MyWealth

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