Features WealthFirst Portfolio
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 Android 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 limitedSEBI Registration Code: INZ000018333Member Code: 6253/13463Registered Exchange/s name: BSE/NSEExchange approved segment/s: BSE(Equity, Derivative, Debt, Mutual fund, Currency Derivative), NSE(Equity, Currency Futures, Debt market, Future and options, Mutual fund)
Secure & Private
Your data is protected with industry-leading security protocols.
24/7 Support
Our dedicated support team is always ready to help you.
Personalization
Customize the app to match your preferences and workflow.
See the WealthFirst Portfolio in Action
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Available for Android 8.0 and above