Wiseinvest My Portfolio App

My Portfolio APP from Wiseinvest exclusively for its clients

In keeping with its commitment to keep clients up-to-date on their investments, Wiseinvest has provided My Portfolio APP with state-of-the- art technology. Through this APP, our clients can access reports such as portfolio valuation, asset allocation, realised and provisional capital gains / loss, level of diversification in the portfolio.

Herein are some of the features of My Portfolio App.

• My Mutual Fund Portfolio – Provides a complete real time status of the portfolio at all times. Important details like allocation to different asset classes, portfolio XIRR, gain loss summary, active SIPs, realised and provisional capital gains/ loss and portfolio exposure can be viewed here.

• Quick Access to Portfolio – This section provides you every detail that you may require to keep yourself up-to-date – portfolio valuation report, risk levels, capital gains / loss (financial year wise), all your transactions (financial year wise) and your Active SIPs.

• Buy Now & Transact Now – Transactions such as buy / redeem / switch can be put through online anywhere at any time through these sections. However, online transaction can be accessed only if registration is done on the NSE platform. Wiseinvest helps its clients in completing the registration process.

• Explore Investment Opportunities - Provides data, analysis and performance track record of every scheme from all mutual funds to enable you to be in control of every investment decision. You can click on any category box to view the details of every scheme in that category. You can click on ‘Search Mutual Fund’ to view mutual fund wise details of any scheme managed by it.

• Tools and Calculators – Financial calculators are tools to figure out how much you need to invest for different goals, how your money can grow and comparison of SIP returns across schemes.

• Portfolio Events – To view the dates of your upcoming SIPs and failed transactions, if any.

• Request a Service – Requests can be made to Wiseinvest on any requirement relating to the portfolio.

• Monthly News Letter – Our monthly News letter “Wealthwise” is available both in English and Marathi.