Oprico:Mutual Fund & Insurance vs R Wadiwala Mutual Fund Usage & Stats
Oprico:Mutual Fund & Insurance 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 historical Performace 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
- -
R. Wadiwala Mutual Fund is a state of the art investment portfolio management app which a financial advisor can provide to his customers.
With R. Wadiwala Mutual Fund 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 app:
ï Get a summary view of the current status of your investments across asset classes
ï Drill down to full detail
ï View Upcoming portfolio events
ï Get alerts about your important events such as SIP due, FMP maturity, etc.
ï Buy / Redeem / Switch Mutual Funds online from any AMC
ï Get best in the class MF advisory
ï Raise a service ticket to your advisor
ï Host of useful financial calculators to help you plan your short term and long term financial goals
ï Digital Vault ñ access your important documents anytime from your Smartphone.
- Apple App Store
- Free
- Finance
Store Rank
- -
Oprico:Mutual Fund & Insurance VS. 
R Wadiwala Mutual FundDecember 19, 2024