Edhas Wealth is a versatile investment app designed to help users efficiently manage their investments and financial portfolios. Here are some of the key features and services provided by the app:
1. **Asset Management**: Users can easily access and manage a wide range of financial assets such as Mutual Funds, Bonds, Fixed Deposits, Portfolio Management Services (PMS), and Insurance, all from a single platform.
2. **Detailed Financial Reports**: The app offers comprehensive reports that cover all of a user's financial assets. These reports give users a complete overview of their financial situation, aiding them in making informed decisions.
3. **User-Friendly Authentication**: The app simplifies the login process by allowing users to use their Google email ID for authentication.
4. **Transaction History**: Users can generate transaction statements for specific time periods, helping them keep track of their financial activities and investment history.
5. **Capital Gain Analysis**: The app provides advanced reports for calculating and reporting capital gains, which is especially useful for tax purposes.
6. **Document Retrieval**: Users can effortlessly download account statements from any Asset Management Company (AMC) in India with a single click, making it easy to access important investment documents.
7. **Online Investing**: WealthGrowth: FinancialFreedom makes it simple to invest online in various mutual fund schemes and new fund offers. It also provides order tracking until units are allocated to ensure transparency.
8. **SIP Monitoring**: Users receive updates on their ongoing and upcoming Systematic Investment Plans (SIPs) and Systematic Transfer Plans (STPs) through an SIP report.
9. **Insurance Management**: The app allows users to keep track of their insurance policies and monitor premium payment due dates.
10. **Folio Insights**: Edhas Wealth offers comprehensive information about the folios registered with each Asset Management Company (AMC), giving users insights into their investments and holdings.
11. **Financial Calculators and Tools**: The app includes a variety of financial calculators and tools, such as retirement planners, SIP calculators, SIP delay estimators, SIP step-up calculators, marriage financial planners, and EMI calculators. These tools help users make financial decisions that align with their specific goals and needs.
Edhas Wealth is a versatile financial platform that empowers users to effectively manage their investments, track their financial goals, and make informed investment decisions. It offers a wide range of features and tools to support these objectives.