Investor Advisor  

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 generates a World Class “Tension Free” account for our clients. This software will manage the 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 for our Clients:

The below mentioned Reports are generated in 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 FD's

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
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