DSFS Wealth vs OMS B2B

Investment Portfolio App for customers of DSFS Wealth DSFS Wealth is a state-of-the-art investment & insurance portfolio management App for customers with DSFS Wealth 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 DSFS Wealth 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.

OMS B2B is the application provided by the GlobalTech Solutions Put. Ltd. Basically this application is used by the user of the company who are associated with the Globaltech as a client. GlobalTech provide an ERP Software and this application is the part of the software to provide the more facilities to the client.  This application helps the user to view the products and its information. The user can access or order the product from the application but the order is taken by the client company member. He/She will go to the market place to reach the consumer and take the order which will manage from the Software provided by the Globaltech. Here In this application you can view outstanding reports, ledger reports and Product Reports.