Wealth First Live vs SIHL FundsPro

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)

Investment Portfolio App for customers of SIHL FundsPro SIHL FundsPro is a state-of-the-art investment & insurance portfolio management App for customers with SIHL FundsPro App, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss. Here are some of the many features of the SIHL FundsPro App: A. Get a summary view of the current status of your investments across asset classes B. Get a summary view of the insurance cover of all members in your family C. Drill down to full detail D. View Upcoming portfolio events E. Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc. F. Buy / Redeem / Switch Mutual Funds online from any AMC G. Get best in the class MF advisory H. Raise a service ticket to your advisor I. Host of useful financial calculators to help you plan your short term and long-term financial goals. J. Digital Vault access your important documents anytime from your Smartphone K. Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc. L. Track small saving investments like PPF, NSC, KVP, FD, RD etc. M. Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.