R. Wadiwala Mutual Fund is a state of the art investment portfolio management app which a financial advisor can provide to his customers.
With R. Wadiwala Mutual Fund app, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss.
Here are some of the many features of the app:
Get a summary view of the current status of your investments across asset classes
Drill down to full detail
View Upcoming portfolio events
Get alerts about your important events such as SIP due, FMP maturity, etc.
Buy / Redeem / Switch Mutual Funds online from any AMC
Get best in the class MF advisory
Raise a service ticket to your advisor
Host of useful financial calculators to help you plan your short term and long term financial goals
Digital Vault access your important documents anytime from your Smartphone.