Utkrisht Prime Wealth

VBFMS

About this app

Utkrisht Prime Wealth is a comprehensive solution that caters to all your wealth management requirements. With its cutting-edge application, you can effectively manage your entire financial portfolio, which includes Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance.

The app's salient features include a detailed report that encompasses all your assets, easy login via your Google email id, transaction statement of any period, advanced capital gain reports, and a one-click statement of account download for any Asset Management Company in India.

You can also invest online in any mutual fund scheme or new fund offer and track all orders until the allotment of units to ensure complete transparency. Furthermore, the SIP report keeps you informed of your running and upcoming SIPs and STPs, and an insurance list helps you keep track of premiums to be paid. The app also provides folio details registered with each AMC.

Utkrisht Prime Wealth also offers several calculators and tools, such as a retirement calculator, SIP calculator, SIP delay calculator, SIP step up calculator, marriage calculator, and EMI calculator.

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