Prism Wealth is a FREE app brought to you by Prism Wealth Advisors Pvt. Ltd.

This FREE App is for Investors to track their Investment Portfolio and know about our services.

Products covered include Mutual Funds & Equity Shares.

Key Features:

1. Investor Onboarding in 5 min.
2. Complete Paperless Process
3. Family Portfolio - Check updated Family Portfolio.
4. Applicant Portfolio - Check updated Applicant wise Portfolio.
5. Asset Allocation - Get the details of your Net Worth and its composition.
6. Sector Allocation - Get to know sector-wise allocation of your investment.
7. Scheme Allocation - Total exposure in different schemes and its current value.
8. One Day Change - Check how your Schemes performed yesterday.
9. Latest NAV - Track the NAV for any schemes.
10. Scheme Performance - Check the Top Performing Scheme based on returns.
11. By Folio - Check your scheme-wise and folio wise balance units and current values.
12. Tools - Contains different financial calculators for your help.

PS: To access portfolio in this app you must have Online Portfolio Viewer Account provided by Prism Wealth Advisors Pvt. Ltd.

To get an account with us please email us at [email protected]