OakWiz Money

OakWiz Capital LLP

About this app

OakWiz Money is a app brought to you by OakWiz Capital LLP.

This App is for Investors to track their Investment Portfolio and know about OakWiz Money.

Products covered include Mutual Funds & Equity Shares.

Key Features:

1. Family Portfolio - Check updated Family Portfolio.
2. Applicant Portfolio - Check updated Applicant wise Portfolio.
3. Asset Allocation - Get the details of your Net Worth and its composition.
4. Sector Allocation - Get to know sector-wise allocation of your investment.
5. Scheme Allocation - Total exposure in different schemes and its current value.
6. Last Transaction - Check your last 10 Transactions which have done.
7. One Day Change - Check how your Schemes performed yesterday.
8. Latest NAV - Track the NAV for any schemes.
9. Scheme Performance - Check the Top Performing Scheme based on returns.
10. By Folio - Check your scheme-wise and folio wise balance units and current values.
11. Tools - Contains different financial calculators for your help.

PS: To access portfolio in this app you must have Online Portfolio Viewer Account provided by OakWiz Capital LLP. 

To get an account with us please email us at [e-mail]

Ratings and reviews

It's an amazing place to analyze, explore and decide for ur portfolio....User friendly yet compendious.......loved it!!

Nice App..easy to use

One stop shop

What's new

- Compatibility with latest android devices
- General Update