Enrichwise Premium Wealth App 2.4.0

Enrichwise Consultancy Services Private Ltd – Freeware – iOS
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iOS

Windows

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The Enrichwise Premium Wealth App serves as a comprehensive platform for managing a diverse investment portfolio. This innovative application allows users to maintain oversight of their entire financial landscape, encompassing the following asset types:

<ul>
 <li>Mutual Funds</li>
 <li>Equity Shares</li>
 <li>Bonds</li>
 <li>Fixed Deposits</li>
 <li>Portfolio Management Services (PMS)</li>
 <li>Insurance</li>
</ul>

Key Features:
<ul>
 <li>Download comprehensive portfolio reports that include all asset classes.</li>
 <li>Easily access and review the historical performance of your portfolio.</li>
 <li>Simplified login process through your Google account.</li>
 <li>Obtain transaction statements for any specified period.</li>
 <li>One-click download of account statements from any Asset Management Company (AMC) in India.</li>
 <li>In-depth capital gain reports for better financial analysis.</li>
 <li>Facilitate online investments in various mutual fund schemes or new fund offers, with tracking capabilities until the units are allotted to ensure transparency.</li>
 <li>Receive detailed SIP reports to monitor ongoing and upcoming Systematic Investment Plans (SIPs) and Systematic Transfer Plans (STPs).</li>
 <li>A comprehensive list of insurance policies to track premium payment schedules.</li>
 <li>Access folio details registered with each AMC.</li>
</ul>

Calculators and Tools Available:
<ul>
 <li>Retirement Calculator</li>
 <li>SIP Calculator</li>
 <li>SIP Delay Calculator</li>
 <li>SIP Step-up Calculator</li>
 <li>Marriage Calculator</li>
 <li>EMI Calculator</li>
</ul>

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