GLP WEALTH: Mutual Fund & SIP

GLP WEALTH PRIVATE LIMITED

À propos de l'application

GLP WEALTH: Mutual Fund & SIP is a comprehensive investment application created to empower users in managing their investment portfolios effectively. Here are some of the core features and services the app offers:

1. **Asset Management**: This app provides access to a wide range of financial assets, including Mutual Funds, Bonds, Fixed Deposits, Portfolio Management Services (PMS), and Insurance. Users can conveniently monitor all these assets in one place.

2. **Detailed Financial Reports**: Users can access in-depth reports covering their entire range of financial assets. These reports offer a comprehensive view of their financial situation, aiding them in making well-informed decisions.

3. **User-Friendly Access**: The app simplifies the login process by allowing users to authenticate with their Google email ID, making it easy and secure.

4. **Transaction History**: Users can generate transaction statements for specific time periods, enabling them to review their investment history and track their financial activities.

5. **Capital Gain Analysis**: The app provides advanced reports for calculating and reporting capital gains, which can be particularly valuable for tax-related purposes.

6. **Document Retrieval**: Users can effortlessly download account statements from any Asset Management Company (AMC) in India with a single click, enhancing document accessibility.

7. **Online Investing**: The app streamlines the process of investing online in various mutual fund schemes and new fund offers, with transparent order tracking until unit allotment.

8. **SIP Monitoring**: Users stay updated on their ongoing and upcoming Systematic Investment Plans (SIPs) and Systematic Transfer Plans (STPs) through a dedicated SIP report.

9. **Insurance Management**: The app assists users in efficiently managing insurance policies and staying informed about premium payment schedules.

10. **Folio Insights**: Users gain insights into their holdings and investments by providing comprehensive information about folios registered with each Asset Management Company (AMC).

11. **Financial Tools**: GLP WEALTH offers a variety of financial tools, including retirement planners, SIP calculators, SIP delay estimators, SIP step-up planners, marriage financial planners, and EMI calculators. These tools empower users in making informed financial decisions that align with their specific financial goals.

In essence, GLP WEALTH: Mutual Fund & SIP is designed to offer users a comprehensive platform for managing their investments, monitoring their financial aspirations, and making informed financial choices through a variety of features and tools.