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Prism Wealth

價格:免費

更新日期:2019-07-03

檔案大小:9 MB

目前版本:1.1

版本需求:需要 iOS 12.1 或以上版本。與 iPhone、iPad 及 iPod touch 相容。

支援語言:英語

Prism Wealth(圖1)-速報App

Prism Wealth is a FREE app brought to you by PRISM WEALTH ADVISORS Private Limited. This FREE App is for Investors to track their Investment Portfolio and know about Prism Wealth .

Products covered include Mutual Funds & Equity Shares.

Prism Wealth(圖2)-速報App

Key Features of Prism Wealth:

1. Family Portfolio: Check updated Family Portfolio.

Prism Wealth(圖3)-速報App

2. Applicant Portfolio: Check updated Applicant wise Portfolio.

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

Prism Wealth(圖4)-速報App

4. My Risk: Check your Insurance Details

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

Prism Wealth(圖5)-速報App

6. Recent Transaction: Check your last 10 Transactions which have done.

7. Calculators: Contains different financial calculators for your help.

Prism Wealth(圖6)-速報App

8. About Us: know about Prism Wealth

9. Locate Us - To Contact Us

支援平台:iPhone, iPad