Wealth Growth 與 WealthGrowth: FinancialFreedom 使用情況與統計
Financial institution dealing with wealth products have to follow numerous leads and managing them comes with its own challenges. The business model is mostly advisor driven and identification of potential advisors and customers is crucial to growth.
Our wealth growth product is designed for the marketing and sales force to leverage technology along with customer insights to target the right set of potential customers for quick sales closures
- Apple App Store
- 免費版
- 金融
商店排名
- -
WealthGrowth: FinancialFreedom is one-stop shopping for all your Financial 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
- 免費版
- 金融
商店排名
- -
Wealth Growth VS. 
WealthGrowth: FinancialFreedom1月 18, 2025