Capitalmind Wealth im Vergleich zu Fold Money Nutzung und Statistiken
Unlock unparalleled convenience and control over your wealth with our exclusive Capitalmind Wealth app, designed specifically for our esteemed subscribers. As a leading wealth management firm, we manage assets worth ₹1700 crore for over 1000 families, HUFs, and corporates.
The app extends the capabilities of our desktop application Progress, offering you accessibility and management of your portfolio at your fingertips.
This invite-only app ensures that managing your wealth is seamless, secure, and sophisticated
Outcome Focused:
Our app is designed with the goal of making wealth management more accessible, convenient, and efficient for you. By simplifying the process of adding funds, generating reports, participating in new investments and inviting friends via referral program, we aim to enhance your wealth management experience, ensuring it's as rewarding as it is effortless.
Get Your Invite:
This app is exclusive to Capitalmind PMS subscribers. Know more about us here : https://cm.social/pms-connect-buildwealth . Join us and experience wealth management redefined.
Features :
Exclusive Access: Tailored for our subscribers, this app offers an elite platform for UHNIs to manage and monitor their investments with us effortlessly.
Comprehensive Wealth Overview: Track your investment portfolio, including detailed insights into Current Value, Profit and Loss, Performance, and Allocations. Understand your wealth's dynamics through an intuitive and detailed dashboard.
New Investment Opportunities: Participate in new portfolios with just one click. Our app makes it easier than ever to diversify and enhance your investment portfolio.
Personalized Account Management: View and manage your profile details, nominee information, and risk profile. Our app ensures that your wealth management is as personalized as your investment choices.
In-depth Reports: Access a suite of detailed reports including Tax Profit and Loss, Ledger, Fees and Charges, Capital Gains, Holding reports and much more. Make informed decisions with all the necessary information at your disposal.
Seamless Fund Addition: Add funds to your portfolio effortlessly through our integrated payment gateway supporting UPI, NEFT, RTGS, and Direct Bank Transfers.
Referral Rewards: Invite friends to our Portfolio Management Services and enjoy a ₹10,000 discount on your asset management fee. Grow your network and benefit together.
Instant Support: Raise support tickets within the app for quick resolution of queries. Our dedicated team ensures your wealth management journey is smooth and uninterrupted.
- Apple App Store
- Kostenlos
- Finanzen
Rang speichern
- -
To maintain a sincere record of your finances, every rupee and paisa accounted for, is the advice sent down through generations. But because of immovable consistency and considerable will required to follow this advice, only a very few managed to do it and reap the benefits of being in check of their money.
Fold aims at making those benefits accessible to everyone, without any effort required. Every time you make a transaction, for whatever purpose, a reminder to make a note of it, where it’s spent, on what e.t.c shouldn’t be hovering over your head all the time. Fold connects to your bank accounts, credit cards and investments to automatically get, tag, add merchants & extract insights without you having to do anything.
Use Fold to:
- Connect your bank accounts and automatically track transactions and balances.
- Connect your credit cards and track real-time usage and transactions.
- Connect your investments to track how well your portfolio is doing.
- Add rich metadata to those transactions, like notes, tags, icons, merchant e.t.c.
- Search and Filter transactions, figure out exactly how much you’ve spent and on what in a given duration.
- Put a rein on your spendings by being aware of where your money is exactly going, and places you can control your spending.
- Check your Cash Flow and compare it with previous months.
- Track accounts of dependents and loved ones so they never have to explicitly ask you for support.
All in all, be on top of your finances as if you’ve hired the smartest personal accountant. Except you’ve not, you’ve just downloaded Fold.
- Apple App Store
- Kostenlos
- Finanzen
Rang speichern
- -
Capitalmind Wealth VS. 
Fold MoneyDezember 15, 2024