Wealth First Live vs Primewealth Assets

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)

Primewealth Assets is one-stop shopping for all your Financial 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 Performance of your Portfolio easily 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