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 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.

Click here to open your wealth account today

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.