MT INVESTTRACK vs. Avendus Wealth Utilizzo e statistiche

MT INVESTTRACK 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 Performance of your Portfolio easily - 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
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Avendus Wealth Management is a leading financial services firm offering bespoke investment solutions across asset classes, family offices, and lending. We understand the complex financial needs of UHNIs, family-owned businesses, entrepreneurs, and corporate treasuries. At Avendus Wealth Management we offer them unique products and state-of-the-art services with superior execution, robust investment policy framework, and rigorous diligence. We add a strong emphasis on picking future winners. With this, we leverage our resources and industry-wide network to craft optimal wealth management and advisory solutions to help our clients achieve their financial and strategic goals. Monitor your investments and portfolio, stay updated with a wide range of research-driven insights from an expert’s, in-depth and analysis and much more all on the go! Key Features of the Avendus Wealth Management App: Deep Portfolio Analytics - Portfolio Performance - Asset Allocation Insights Innovative Products - Comprehensive factsheets that help align investment opportunities Informative Dashboard - Dynamic dashboard with actively updated portfolio analytics - A briefly curated summarisation of all entity portfolios - A detailed summary of investment and portfolio allocation Intuitive User Experience - Simplistic flow that takes you through your investments - Easy navigation to detailed information across multiple asset classes - Structured data for easy understanding and analysis Insights & Research - Avendus Eye: - Research-driven insights which help you stay ahead of the curve - Trend- setting market insights from experts Gain actionable insights and grow exponentially with Avendus Wealth Management App.
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MT INVESTTRACK VS.
Avendus Wealth

17icembre d, 2024