價格：免費
更新日期：2018-11-03
檔案大小：3.6 MB
目前版本：1.6
版本需求：需要 iOS 7.1 或以上版本。與 iPhone、iPad 及 iPod touch 相容。
支援語言：英語
Plan Ahead Wealth Advisors app - Keeping a check on your finances is made easy with the Plan Ahead App! Financial Planning at your fingertips! Whenever, Wherever!
Plan Ahead Wealth Advisors is a FREE app brought to you by Plan Ahead Wealth Advisors.
This FREE App is for Investors to track their Investment Portfolio and goal based financial plan and know more about Plan Ahead Wealth Advisors, and the latest views on personal finance, best mutual funds, insurance and other investment avenues.
Plan Ahead is a SEBI Registered Investment advisor providing services covering Financial Planning, Wealth Management and NRI Services. Plan Ahead is also the Best Investment Advisor 2016 as awarded by the Outlook Money magazine.
Products covered include Mutual Funds, taxable and tax free bonds, PMS, FDs, Equity Shares and Life and Health Insurance.
Key Features of Plan Ahead Wealth Advisors app :
1. Portfolio - Family Portfolio: Check updated consolidated Family Portfolio, anytime and anywhere.
2. Portfolio - Applicant Portfolio: Check updated investor wise Portfolio.
3. Portfolio - Asset Allocation: Get the details of your Net Worth and its composition.
4. Portfolio - Goals – check the progress towards your goal .
5. Portfolio - Risk management – Insurance details of your current insurance portfolio .
6. Plan Ahead Blog – Plan Ahead blog publishes our views on financial planning items, managing your wealth and personal finances.
7. Market updates – provide daily updates about the Indian and global markets .
8. Plan Ahead in the News – details our views as published in leading dailies such as Economic Times, Times of India, Mint and the Khaleej Times and magazines such as India Today.
9. Plan Ahead Newsletter – The Plan Ahead newsletter in which we share our views on the market outlook, what steps to take in volatile markets, financial planning items – do’s and don’ts, managing your wealth and personal finances.
10. Advisory Services – lists the Plan Ahead services .
11. Tools: Contains different financial calculators to understand your investment needs for your goals such as children education, marriage, retirement, marriage for your help. Calculators will help you arrive at how much is required for retirement and other goals.
12. About Us: know about Plan Ahead Wealth Advisors and its founders Vishal Dhawan and Shalini Dhawan.
13. Testimonials - lists the client testimonials from Indian as well as NRI clients for our advisory services.
支援平台：iPhone, iPad