PMPK Wealth vs Advisor PRO

PMPK Wealth is a FREE app brought to you by PMPK Wealth This FREE App is for Investors to track their Investment Portfolio and know about our services. Products covered include Mutual Funds & Equity Shares. Key Features: 1. Investor Onboarding in 5 min. 2. Complete Paperless Process 3. Family Portfolio - Check updated Family Portfolio. 4. Applicant Portfolio - Check updated Applicant wise Portfolio. 5. Asset Allocation - Get the details of your Net Worth and its composition. 6. Sector Allocation - Get to know sector-wise allocation of your investment. 7. Scheme Allocation - Total exposure in different schemes and its current value. 8. One Day Change - Check how your Schemes performed yesterday. 9. Latest NAV - Track the NAV for any schemes. 10. Scheme Performance - Check the Top Performing Scheme based on returns. 11. By Folio - Check your scheme-wise and folio wise balance units and current values. 12. Tools - Contains different financial calculators for your help. PS: To access portfolio in this app you must have Online Portfolio Viewer Account provided by PMPK To get an account with us please email us at pmpkwealth@gmail.com

Advisor Pro About this app Advisor mobile app is an add-on available to Datacomp’s i-Magic cloud subscription users. With this app, you can: • Get up-to-date statistics of your business on the go • Access diverse views of your customer’s insurance portfolio • View birthdays of your customers and send personalised greetings from an extensive gallery of designs • Send instant push notifications to your customers who are using your mobile app (My-Insurance) • Receive service requests from customers • View Portfolio events such as Premiums due. • Update customer master information • Send portfolio reports by e-mail to your customers • . . . and more With i-Magic Advisor App you can now be in greater control of your business even while you are away from your office – for business or for leisure. Download this app now and say goodbye to your business worries!!