Make My Wealth
100+
Downloads
Everyone
info
About this app
Make My Wealth - Portfolio Manager is a Personal Finance app for clients of Make My Wealth to track their investment portfolio. You can track Mutual Funds, Insurance, Equity etc. All your investments can be linked to the future goals that you many have!
Key Features-
· Transact Online
· View Investments Across All Assets Classes, AMC wise and Family wise
· Recent Transactions for MF
· Check Holding Report for MF
· Factsheet
· Recommended Funds
· Market View - News and Videos
· Schedule tasks for your Advisor
· Alerts - SIP Expiry, SIP Bounced, SIP Terminated.
· Calculators
· E-locker facility to save all your personal documents and insurance policy copies
Key Features-
· Transact Online
· View Investments Across All Assets Classes, AMC wise and Family wise
· Recent Transactions for MF
· Check Holding Report for MF
· Factsheet
· Recommended Funds
· Market View - News and Videos
· Schedule tasks for your Advisor
· Alerts - SIP Expiry, SIP Bounced, SIP Terminated.
· Calculators
· E-locker facility to save all your personal documents and insurance policy copies
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
No data collected
Learn more about how developers declare collection
Data isn’t encrypted
You can request that data be deleted
App support
phone
Phone number
+919755558343
About the developer
OPTIMUM FINANCIAL SOLUTIONS PRIVATE LIMITED
support@optimumfintech.com
744, IJMIMA COMPLEX, GOREGAON SPORTS CLUB
OFF LINK ROAD, MALAD (WEST)
Mumbai, Maharashtra 400064
India
+91 77159 19152
