PLANWAY CAPITAL vs TreeX Capitals

Introducing PLANWAY CAPITAL - Your Ultimate Financial Companion PLANWAY CAPITAL simplifies your financial management by offering a comprehensive suite of services to meet all your financial needs. Our state-of-the-art app ensures you stay in control of your complete financial portfolio, including assets like Mutual Funds, Equity Shares, Bonds, and Fixed Deposits. Key Features: 1. **Complete Portfolio Reporting:** Download detailed portfolio reports encompassing all your assets for a comprehensive overview of your financial standing. 2. **Historical Performance Tracking:** Easily monitor the historical performance of your portfolio to make informed investment decisions. 3. **Convenient Login:** Seamlessly access your account using your Google email ID for a hassle-free login experience. 4. **Transaction Statements:** Retrieve transaction statements for any period, empowering you to track your financial activities effortlessly. 5. **One-Click Account Statement Download:** Download account statements from any Asset Management Company in India with just one click for streamlined record-keeping. 6. **Advanced Capital Gain Reports:** Gain insights into your capital gains with advanced reports to optimize your tax planning strategies. 7. **Online Mutual Fund Investments:** Invest online in any mutual fund scheme or new fund offer with ease. Track all orders until unit allotment for complete transparency. 8. **SIP Reporting:** Stay informed about your running and upcoming Systematic Investment Plans (SIPs) and Systematic Transfer Plans (STPs) with comprehensive reports. 9. **Folio Details:** Access folio details registered with each Asset Management Company (AMC) for efficient management of your mutual fund investments. Calculators and Tools Available: - Retirement Calculator - SIP Calculator - SIP Delay Calculator - SIP Step-up Calculator - Marriage Calculator - EMI Calculator PLANWAY CAPITAL is your one-stop destination for all your financial needs. Download the app today and take charge of your financial future with confidence.

From the app, mutual fund investors can check their portfolio on the go - anytime, anywhere. Entire family's portfolio can be seen in the app. The app also provides transaction facility through which the user can transact in mutual fund schemes, start SIPs, invest more in exiting investments, etc. User can also check estimate of wealth required to achieve their financial goals using Wealth calculators. Explore Mutual Funds helps to make fund analysis and then invest.