SPV Finserv - Ghanshyam Invest is App for Investors to managetheir Investment Portfolio.
SPV Finserv - Ghanshyam Invest is a comprehensive investment platform designed to assist individuals in managing their various investments effectively. The application offers a wide range of features and tools tailored to facilitate the handling of investment portfolios. Notable features highlighted in your description include:
1. **Investment Management**: Aureum Finbiz enables users to manage a diverse array of investment types, encompassing Mutual Funds, Equity Shares, Bonds, Fixed Deposits, Portfolio Management Services (PMS), and Insurance.
2. **Comprehensive Reports**: Users can generate detailed reports that encompass all their investment assets, delivering a clear and comprehensive overview of their investment portfolio.
3. **Easy Login**: The app offers a streamlined login process via users' Google email IDs, ensuring convenient access.
4. **Transaction History**: Users have access to transaction statements for specified periods, simplifying the tracking of investment activities.
5. **Capital Gain Reports**: Advanced capital gain reports are provided to aid in tax planning and to gain insights into investment performance.
6. **Statement of Account**: Users can quickly download their account statements with a single click, catering to various Asset Management Companies (AMCs) in India.
7. **Online Investment**: The platform facilitates online investments in mutual fund schemes and new fund offers. Users can also track their investment orders until unit allotment, promoting transparency.
8. **SIP Tracking**: The app offers an SIP (Systematic Investment Plan) report, keeping users informed about ongoing and upcoming SIPs and STPs (Systematic Transfer Plans).
9. **Insurance Management**: Users can efficiently manage their insurance policies and monitor premium payments through the provided insurance list feature.
10. **Folio Details**: The app provides detailed folio information associated with each Asset Management Company (AMC), aiding in the structured management of investment portfolios.
11. **Calculators and Tools**: Aureum Finbiz offers a variety of investment calculators and tools, including retirement calculators, SIP calculators, SIP delay calculators, SIP step-up calculators, marriage calculators, and EMI calculators. These tools assist users in making well-informed investment decisions.
SPV Finserv - Ghanshyam Invest is a comprehensive investment platform designed to simplify and streamline the management of diverse investments. It provides an array of features, tools, and reports to help users effectively monitor, manage, and plan their investment activities. As with any investment tool, it is advisable for users to thoroughly understand the application's features and functionalities before utilizing it for investment management.