Proinvest

Description

Proinvest is a app brought to you by Proinvest.

This App is for Investors to track their Investment Portfolio and know about Proinvest. Products covered include Mutual Funds & Equity Shares.

Key Features:

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 Proinvest. 

To get an account with us please email us at jd@proinvestwealth.com