Wealth Desk

Online software for consolidated management of Mutual Fund/FD/Postal Savings, Life Insurance & General Insurance;use it from any part of the world.Our Online Wealth Account generate a World Class “Tension Free” account for you which manage investments in All Mutual Fund Schemes, Fixed Income Instruments which includes - Bank Deposits, Company Fixed Deposits, Bonds, Debentures, PPF, NSS, Postal Savings, Life & Non Life Insurance with excellent graphically represented reports.

The clients will get following Reports in Wealth Account:-

Consolidated Wealth Allocation Report
Current Overall Valuation Report
Interest Income Report
Mutual Fund Valuation Report
Mutual Fund Transaction Report
FD Maturity Report
Life & Non life Insurance premium due report
Pop-up Reminder for SIP, Insurance and FDs.

The clients will get following SMS & Email Alerts from us:-

Monthly MF valuation alert
Profit booking alerts
Dividend earned alert
Alert by Targeted NAV/Date & Valuation
Life insurance Premium Due alert
Policy maturity alert
Vehicle insurance premium due alert
Health Insurance premium due alert
FD & Postal Scheme Maturity alerts

Financial Calculator

Don’t just see it, have it with you, and make it useful in your way, and with this being says, with the download forms facility users can easily download the forms.

Downloads

Don’t just see it, have it with you, and make it useful in your way, and with this being says, with the download forms facility users can easily download the form.

Buy MF Online

Buy your mutual fund here and now, with this, user doesn’t have to wander around for their mutual fund. Here they can buy their Mutual Fund online.

Know Your Fitness

How is your financial condition? Are you financially healthy or not? Here's the way to check your financial fitness lets know how your financial condition.

Know Your Risk Profile

It’s time to become advance and pay some attention towards your risk profile, because risk is the unavoidable and significant factor of the money market.

Pay Premium Online

build your investment with paying the little amount of money on the particular times as a premium, and make a secure investment for your mutual fund transaction.