(This App is only for registered privileged investors.)
Wealth Elite empower Investors to invest online in top-performing mutual funds schemes, track and manage your Wealth portfolio, map your investments with your life's goals.
Key Features of Wealth Elite:
• Easy Portfolio Manager - We made the investment reports very easy, all the key data you can view in a glance.
• Research - Invest in well researched cherry-picked perfectly balanced portfolio.
• Online ATM - Exclusively designed feature to earn extra returns on idle money you kept in saving account, Instant invest & Instant withdrawn
• Paper-less Investments - We offer a 100% paperless process of investment. It takes a few seconds to register a SIP or Purchase an ELSS.
• Goal GPS - Give purpose to your investments, you can map all your investments with the goal like child education, marriage or retirement.
• 100% Safe and secure - Managed on AWS Server with bank-grade security to manage your data.
• Ease of use - Investors fall in love with the easiness of this app.
? New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Access to MFD's social media handles for better connect with your MFD.
- Introducing new reports: Capital Gain, Tax Package, and the ability to download your MF Reports. Streamline your investment tracking.
? New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Trade equities easily with Equi Trade.
- Access to MFD's social media handles for better connect with your MFD.
- Goal GPS Fact Finder Form in XLS, PDF, and DOCX format so you can fill and submit it to their advisor.
- Introducing new reports: Capital Gain, Tax Package, and the ability to download your MF Reports. Streamline your investment tracking.
- Discover the new & improved SIP summary & details in the app.
? New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Introducing new reports: Capital Gain, Tax Package, and the ability to download your MF Reports. Streamline your investment tracking.
- Discover the new & improved SIP summary & details in the app.
- Heldaway Report with CAS: Introducing the Heldaway Report, seamlessly integrated with the Consolidated Account Statement (CAS) feature. Manage and analyze your financial data more effectively—all in one place!
? New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Sleek new calculator design
- In-depth SIP details report
- BSE Transact Online implemented changes:
1. 2FA/Transaction Link
2. Verify Nominee in BSE registered client.
3. Client Mandate list and verification.
We are excited to announce MFU (MF Utility) on our platform.
Enhanced security features. ?
- We have added checks for Mode of Holding Reinvestment, Selling, and Transfering funds in BSE.
- Stay ahead with the latest version! Our update includes optimizations for a more stable and reliable app.
- Improved app performance.
- Update the family portfolio asset allocation graph in the MF Report.
- Adding "Loan Against Mutual Fund" feature in the app.
- Update plan-wise module customization
- Update plan-wise module customization
- Updated SIP Frequencies in BSE SIP
- Fixed STP-AMC issue in BSE.
