PMPK Wealth vs. Mint by Investwell Utilizzo e statistiche
PMPK Wealth is a FREE app brought to you by PMPK Wealth
This FREE App is for Investors to track their Investment Portfolio and know about our services.
Products covered include Mutual Funds & Equity Shares.
Key Features:
1. Investor Onboarding in 5 min.
2. Complete Paperless Process
3. Family Portfolio - Check updated Family Portfolio.
4. Applicant Portfolio - Check updated Applicant wise Portfolio.
5. Asset Allocation - Get the details of your Net Worth and its composition.
6. Sector Allocation - Get to know sector-wise allocation of your investment.
7. Scheme Allocation - Total exposure in different schemes and its current value.
8. One Day Change - Check how your Schemes performed yesterday.
9. Latest NAV - Track the NAV for any schemes.
10. Scheme Performance - Check the Top Performing Scheme based on returns.
11. By Folio - Check your scheme-wise and folio wise balance units and current values.
12. Tools - Contains different financial calculators for your help.
PS: To access portfolio in this app you must have Online Portfolio Viewer Account provided by PMPK
To get an account with us please email us at pmpkwealth@gmail.com
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Mint by InvestWell is brought to you by Excel Net Solutions Pvt Ltd - a pioneer in providing wealth management applications.
This app provides information about Mutual Fund Schemes in India.
Fact sheets for mutual fund schemes in India are also provided. The details include, Fund Objective, Features, Return Performance, Holdings, NAV Graph.
Performance comparison of Schemes by return is provided.
Financial Calculators are also provided for easy reference.
Investors can access their Portfolio Online and transact also.
Please contact you advisor / distributor for enabling this service for you.
Wealth Advisors & Distributors are encouraged to register with InvestWell to allow portfolio access to their clients.
Please email us at sales@investwellonline.com for details.
To know more about Excel Net Solution Pvt Ltd, please visit our website http://www.investwellonline.com
Disclaimer :
Mutual Fund Investments are subject to market risks. Read all scheme related documents carefully.
Although due care has been taken, we do not guarantee accuracy, completeness and authenticity of the information. This is only a utility and shall not be construed as any investment advice. We are not responsible for any discrepancies in any case whatsoever. No representations or warranties are made (express or implied) as to the reliability, accuracy or completeness of information. InvestWell cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in on, any information appearing in this mobile app & its website. Investors are advised to take expert advice before taking any decision. You may please refer respective AMC website for more details.
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PMPK Wealth VS.
Mint by Investwell
gennaio 6, 2025