MyWealth 1.19

MyWealth offers an advanced investment and insurance portfolio management application that can be utilized by financial advisors to serve their clients. Please note that the financial advisor must be a registered user of Wealth Magic, available at https://www.wealthmagic.in.

The MyWealth app provides various perspectives of your portfolio, enabling you to stay informed about its latest status and make informed decisions regarding investment re-balancing, profit booking, or limiting losses. Below are some of the key features of the My Wealth app:

• Obtain a summary view of your current investments across different asset classes
• Review the insurance coverage for all family members in one place
• Access detailed information about individual holdings
• Stay informed about upcoming portfolio events
• Receive alerts for important events such as life insurance premium payments, general insurance renewals, SIP due dates, FMP maturity, and more
• Conduct online transactions such as buying, redeeming, or switching mutual funds from any AMC
• Access high-quality mutual fund advisory services
• Create service tickets for assistance from your advisor
• Utilize a range of financial calculators to assist in planning short and long-term financial goals
• Securely store and access important documents through the Digital Vault feature using your smartphone
• Comprehensive coverage of major General Insurance categories including Health, Motor, Fire, and more
• Monitor small saving investments like PPF, NSC, KVP, FD, RD, and others
• Track investments in Stocks, Bonds, Bullion, Commodities, and more