Wealth Desk

Online Software & Mobile Application:-

Online software for consolidated management of Mutual Fund/FD/Postal Savings ,Life Insurance & General Insurance use it from any part of the world.Our Online Wealth Account generate a World Class "Tension Free" account for you which manage all investments in All Mutual Fund Schemes, Fixed Income Instruments which includes - Bank Deposits, Company Fixed Deposits, Bonds, Debentures, PPF, Debentures, NSS, Postal Savings, Life & Non Life Insurance with excellent graphically represented reports.Reports for our Clients: The clients will

Get following Reports in Elite Wealth Account:-

• Consolidated Wealth Allocation Report.
• Current Valuation Report.
• Interest Income Report.
• Mutual Fund Valuation Report.
• Mutual Fund Transaction Report.
• FD Maturity Report.
• Life & Non life Insurance premium due report.
• Pop-up Reminder for SIP, Insurance and FDs.

The clients will get following SMS & Email Alerts from Us:-

• Monthly MF valuation alert.
• Profit booking alerts.
• Dividend earned alert.
• Alert by Targeted NAV/Date & Valuation
• Life insurance Premium Due alert.
• Policy maturity alert.
• Vehicle insurance premium due alert.
• Health Insurance premium due alert.
• FD & Postal Scheme Maturity alerts