OakWiz Money
Everyone
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5K+
Downloads
Everyone
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About this app
OakWiz Money is a app brought to you by OakWiz Capital LLP.
Our clients can login here and track their investments in various instruments such as :
1. Mutual Funds.
The app provides a snapshot of your current investments as well as details of the scheme wise investments. You may download portfolio reports also.
Users may view and invest in:
1. Top Performers.
2. Top SIP Schemes
3. Market Updates
Simple financial calculators are provided to view the power of compounding over time.
These included:
- Retirement Calculator
- Education Fund Calculator
- Marriage Calculator
- SIP Calculator
- SIP Step up Calculator
- EMI Calculator
- Lumpsum Calculator
To get an account with us please email us at support@oakwiz.com
Our clients can login here and track their investments in various instruments such as :
1. Mutual Funds.
The app provides a snapshot of your current investments as well as details of the scheme wise investments. You may download portfolio reports also.
Users may view and invest in:
1. Top Performers.
2. Top SIP Schemes
3. Market Updates
Simple financial calculators are provided to view the power of compounding over time.
These included:
- Retirement Calculator
- Education Fund Calculator
- Marriage Calculator
- SIP Calculator
- SIP Step up Calculator
- EMI Calculator
- Lumpsum Calculator
To get an account with us please email us at support@oakwiz.com
This App is for Investors to track their Investment Portfolio
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.
What’s new
- Revamped Investor and Advisor Dashboards
- Calendar added; AUM Reports moved to Menu
- Portfolio revamped with Active Units XIRR
- Reasons to Connect added to Advisor Dashboard
- Baskets live for NSE and MFU users
- Support chatbot added
- CAMS SOA Request now working
- Fixed multiple users registered error on mobile login
- Calculators revamped
- Managed/External filter added to Portfolio and Investor Dashboard
- Improved app stability, performance
- Calendar added; AUM Reports moved to Menu
- Portfolio revamped with Active Units XIRR
- Reasons to Connect added to Advisor Dashboard
- Baskets live for NSE and MFU users
- Support chatbot added
- CAMS SOA Request now working
- Fixed multiple users registered error on mobile login
- Calculators revamped
- Managed/External filter added to Portfolio and Investor Dashboard
- Improved app stability, performance
Everyone
Learn moreApp support
About the developer
OAKWIZ CAPITAL LLP
support@oakwiz.com
B-27, L.G.F, Pamposh Enclave
New Delhi, Delhi 110048
India
+91 99990 26961