SBS Fin vs Wealth First Live

SBS Fin is one-stop shopping for all your Wealth Management needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets: - Mutual Funds - Equity Shares - Bonds - Fixed Deposits - PMS - Insurance Key Features: - Complete Portfolio report download including all assets. - View historical Performace of your Portfolio easily - Easy login via your Google email id. - Transaction statement of any period - 1 Click Statement of Account Download for any Asset Management Company in India - Advanced Capital Gain Reports - Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency - SIP Report to be informed of your Running and Upcoming SIPs, STPs. - Insurance list to keep track of premiums to be paid. - Folio details registered with each AMC. Calculators and Tools available: - Retirement Calculator - SIP Calculator - SIP Delay Calculator - SIP Step up Calculator - Marriage Calculator - EMI Calculator

This application helps you to check your Portfolio valuation , Summary of Investment report with Absolute and XIRR return and Last 10 Transactions & Dividend while on the move on your Mobile. What can you do? - View Portfolio valuation - Get Summary of Investment report with XIRR and Absolute return. - Latest transaction and dividend information - Dashboard with full portfolio details. - Transaction details, Systematic Transactions details , Tax planing transaction details. - Portfolio details with XIRR and Absolute returns. Note:- To access this application, you require Login ID & Password provided by Wealth-First. Member name: wealth first portfolio managers limited SEBI Registration Code: INZ000018333 Member Code: 6253/13463 Registered Exchange/s name: BSE/NSE Exchange approved segment/s: BSE(Equity, Derivative, Debt, Mutual fund, Currency Derivative), NSE(Equity, Currency Futures, Debt market, Future and options, Mutual fund)