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Wholelife Fin Service

價格:免費

更新日期:2019-04-19

檔案大小:16.6 MB

目前版本:1.3

版本需求:需要 iOS 9.2 或以上版本。與 iPhone、iPad 及 iPod touch 相容。

支援語言:英語

Wholelife Fin Service(圖1)-速報App

Wholelife Fin Service is a FREE app brought to you by Wholelife Financial Services. This FREE App is for Investors to track their Investment Portfolio and know about Wholelife Financial Services.. Products covered include Mutual Funds & Equity Shares.

Key Features of Wholelife Fin Service

Wholelife Fin Service(圖2)-速報App

1. Family Portfolio- Check updated Family Portfolio.

2. Applicant Portfolio- Check updated Applicant wise Portfolio.

Wholelife Fin Service(圖3)-速報App

3. Asset Allocation- Get the details of your Net Worth and its composition.

4. Sector Allocation- Get to know sector wise allocation of your investment.

Wholelife Fin Service(圖4)-速報App

5. Scheme Allocation- Total exposure in different schemes and its current value.

6. Last Transaction- Check your last 10 Transactions which have done.

Wholelife Fin Service(圖5)-速報App

7. One Day Change- Check how your Schemes performed yesterday.

8. Latest NAV- Track the NAV for any schemes.

Wholelife Fin Service(圖6)-速報App

9. Scheme Performance- Check the Top Performing Scheme based on returns.

10. By Folio - Check your scheme wise and folio wise balance units and current values.

Wholelife Fin Service(圖7)-速報App

11. Tools - Contains different financial calculators for your help.

PS: To access portfolio in this app you must have Online Portfolio Viewer Account provided by Wholelife Financial Services . To have an account with us please email us at online@wholelifefin.com

支援平台:iPhone, iPad