R. Wadiwala Mutual Fund is a state of the art investment portfolio management app which a financial advisor can provide to his customers.
With R. Wadiwala Mutual Fund 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 app:
• Get a summary view of the current status of your investments across asset classes
• Drill down to full detail
• View Upcoming portfolio events
• Get alerts about your important events such as 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.