Bank My Wealth

Bank My Wealth is a dynamic wealth referral management platform that connects the clients with banks and Financial Institutes Digital. The Clients can also manage and maintain wealth records including reminders.

Main Features

- Find out best investment rate

- Find our best loan rate

- Request for a better investment or loan rate

- Request Negotiated rate for high value investments

- Find out detail’s relation to institutional stability through easy access to important date.

- Find out other offers and benefits offered to clients by banks and financial institutes.

- Accept the offered rates and proceed with the investment or loan

- Request for a credit card

- Find out credit card offers

- Hold important wealth data such as

: Deposit no, loan no, institute details, maturity dates

: Bank or financial institute details such as name, branch, address, swift core

: Moveable property details such as vehicle details insurance and revenue licence.

: Immoveable property details such as deed no and geo-mapping

- Notification on all points such as reminders on deposit maturity, insurance expiry, revenue licence expiry.