VistaWealth
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Downloads
Everyone
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About this app
Vista Wealth is the app brought to you by Vista Wealth Pvt. Ltd. This App is for Investors to track their Investment Portfolio and know about Vista Wealth . Products covered include Mutual Funds & Equity Shares.
Key Features of VistaWealth
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 Vista Wealth Pvt. Ltd. To have an account with us please email us at vistawealth@gmail.com
Key Features of VistaWealth
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 Vista Wealth Pvt. Ltd. To have an account with us please email us at vistawealth@gmail.com
Updated on
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What’s new
- Added Step up SIP in NSE
- Improved My SIP Report
- Share portfolio on WhatsApp business also now
- Allowable SIP/STP frequencies & dates will work as per BSE scheme master
- KYC Status report now added in Broker Login
- Fixed Share & Bond Unit Issue
- Fixed IIN Mapped Issue
- Fixed CAS ARN issue
- Fixed Other Crashes
- Improved My SIP Report
- Share portfolio on WhatsApp business also now
- Allowable SIP/STP frequencies & dates will work as per BSE scheme master
- KYC Status report now added in Broker Login
- Fixed Share & Bond Unit Issue
- Fixed IIN Mapped Issue
- Fixed CAS ARN issue
- Fixed Other Crashes
App support
About the developer
VISTA WEALTH PRIVATE LIMITED
vistawealthcare@gmail.com
C-3/313janak Puri
New Delhi, Delhi 110058
India
+91 92051 33375