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Colour Funds: Mutual Funds and Wealth Ma

價格:免費

更新日期:2019-07-08

檔案大小:70M

目前版本:1.3.4

版本需求:Android 4.2 以上版本

官方網站:http://www.colourfunds.com

Email:colourfunds@gmail.com

聯絡地址:隱私權政策

Colour Funds: Mutual Funds and Wealth Management(圖1)-速報App

Colour Funds is a state of the art investment & insurance portfolio management App for customers

With Colour Funds App, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss.

Here are some of the many features of the Colour Funds App:

• Get a summary view of the current status of your investments across asset classes

• Get a summary view of the insurance cover of all members in your family

• Drill down to full detail

• View Upcoming portfolio events

Colour Funds: Mutual Funds and Wealth Management(圖2)-速報App

• Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc.

• Buy / Redeem / Switch Mutual Funds online from any AMC

• Get best in the class MF advisory

• Raise a service ticket to your advisor

• Host of useful financial calculators to help you plan your short term and long term financial goals

• Digital Vault – access your important documents anytime from your Smartphone

• Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc.

Colour Funds: Mutual Funds and Wealth Management(圖3)-速報App

• Track small saving investments like PPF, NSC, KVP, FD, RD etc.

• Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.

Colour Funds: Mutual Funds and Wealth Management(圖4)-速報App