Manish Aggarwal: Financial Advisor is one-stop shopping for all your Wealth Management needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets:
Bonds (54EC, SGB, etc.)
Complete Portfolio report download including all assets.
View historical Performance of your Portfolio easily.
One Click Gmail Login.
Transactions statement since inception.
Instant and 1 Click Statement of Account Download for any Mutual Fund AMC in India.
Industry Advanced Capital Gain Reports.
Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency.
SIP Report to be informed of your Running and Upcoming SIPs, STPs.
Insurance list to keep track of premiums to be paid.
Folio details registered with each AMC.
Portfolio view of External Investment made with other distributors.
Calculators and Tools available:
SIP Delay Calculator
SIP Step up Calculator