InvestNow: MFs, PMS & More icon

InvestNow: MFs, PMS & More

ORIFINA WEALTH PRIVATE LIMITED
Free
50+ downloads

About InvestNow: MFs, PMS & More

InvestNow: MFs, PMS & More is a comprehensive investment application that aims to provide a range of tools and features to help users effectively manage their financial portfolios. Here are some of the key features and services offered by the app:

1. **Portfolio Services**: The app allows users to access a variety of financial assets, including Mutual Funds, Bonds, Fixed Deposits, Portfolio Management Services (PMS), and Insurance. This gives users a centralized platform to monitor and track their investments across different asset classes.

2. **Detailed Reports**: Users can access detailed reports that encompass all their financial assets. This can provide a clear overview of their financial situation, helping them make informed decisions.

3. **Easy Access**: The app offers easy login via a Google email ID, simplifying the user authentication process.

4. **Transaction Statements**: Users can generate transaction statements for any desired period. This feature helps users review their investment history and track their financial activities.

5. **Capital Gain Reports**: The app provides advanced capital gain reports. This can be especially useful for tax purposes, as it helps users calculate and report their capital gains accurately.

6. **Statement of Account Download**: Users can download statements of accounts for any Asset Management Company (AMC) in India with just one click. This feature adds convenience to the process of accessing investment-related documents.

7. **Online Investments**: Users can invest online in various mutual fund schemes or new fund offers. The app tracks all orders until unit allotment, ensuring transparency in the investment process.

8. **SIP Tracking**: The app offers an SIP (Systematic Investment Plan) report that keeps users informed about their ongoing and upcoming SIPs (regular investment contributions) and STPs (Systematic Transfer Plans).

9. **Insurance Services**: Users can use the app to keep track of insurance policies and premiums that need to be paid.

10. **Folio Details**: The app provides information about folios registered with each Asset Management Company (AMC), offering users insights into their holdings and investments.

11. **Calculators and Tools**: The app offers a range of financial calculators and tools, such as retirement calculators, SIP calculators, SIP delay calculators, SIP step-up calculators, marriage calculators, and EMI calculators. These tools can assist users in making various financial planning decisions.

Overall, 'InvestNow: MFs, PMS & More' seems to be designed to provide users with a comprehensive platform for managing their investments, tracking their financial goals, and making informed financial decisions using a variety of features and tools."

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