Fortune Investmart vs Perfetto B2B Usage & Stats
Fortune Investmart is one-stop shopping for all your Wealth Management needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets:
- Mutual Funds
- Equity Shares
- Bonds
- Fixed Deposits
- PMS
- Insurance
Key Features:
- Complete Portfolio report download including all assets.
- View the historical Performance of your Portfolio easily
- Easy login via your Google email id.
- Transaction statement of any period
- 1 Click Statement of Account Download for any Asset Management Company in India
- Advanced Capital Gain Reports
- Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency
- SIP Report to be informed of your Running and Upcoming SIPs, STPs.
- Insurance list to keep track of premiums to be paid.
- Folio details registered with each AMC.
Calculators and Tools available:
- Retirement Calculator
- SIP Calculator
- SIP Delay Calculator
- SIP Step up Calculator
- Marriage Calculator
- EMI Calculator
- Apple App Store
- Free
- Finance
Store Rank
- -
Perfetto B2B is an app for the Dealers/Distributors of the organisations using Perfetto ERP. User can login to book their orders, view pending orders and also view/download other reports and documents from the ERP.
Sales Team also can use this app for their daily working in the field . Sales team can see various reports from ERP and also update their daily working details of visiting customers.
- Apple App Store
- Free
- Finance
Store Rank
- -
Fortune Investmart VS. 
Perfetto B2BJanuary 3, 2025