Spark Capital PWM
1K+
Downloads
Everyone
info
About this app
Spark Capital Private Wealth Management brings an institutional-grade wealth management client portal to your fingertips. As a privileged client, you gain access to sophisticated portfolio tools tailored for discerning investors who expect excellence.
Your digital access includes the following features:
• View Performance for the entire Family / Individual Client / Advisor
• Deep dive into portfolio analytics, asset class numbers compared with benchmarks.
• Dashboard settings option to change required filters and view data
• Deep Dive into Product Wise Holdings
• Analytics of long-term or short-term gain/loss, Benchmark comparison
• Manage Mutual Fund Order Placement/Execution
• Fund Fact Sheet & Market Data View
• View Holdings & Transactions
• Download reports for any period
* Exclusive Access Required
* Available only to Spark Capital Private Wealth Management clients.
Your digital access includes the following features:
• View Performance for the entire Family / Individual Client / Advisor
• Deep dive into portfolio analytics, asset class numbers compared with benchmarks.
• Dashboard settings option to change required filters and view data
• Deep Dive into Product Wise Holdings
• Analytics of long-term or short-term gain/loss, Benchmark comparison
• Manage Mutual Fund Order Placement/Execution
• Fund Fact Sheet & Market Data View
• View Holdings & Transactions
• Download reports for any period
* Exclusive Access Required
* Available only to Spark Capital Private Wealth Management clients.
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
This app may collect these data types
Device or other IDs
Data is encrypted in transit
Data can’t be deleted
What’s new
Enhanced UX/UI with flexible Card & Table views and faster navigation. Mutual Fund transactions now include scheme fact sheets and instant investing from one screen. Cash flow projections cover SIP, SWP, STP, insurance, maturities, coupons, and AIF commitments. Capital gains insights show tax impact clearly. New features include multi-client dashboard, product-specific reports, deeper AIF drill-downs, and one-click report downloads.
App support
About the developer
Satish Pillai
itsupport@sparkcapital.in
India