Bachat MF 1.3.6

JK SECURITIES PVT. LTD. – Freeware – iOS
av 3 röster

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This application serves as a comprehensive platform for managing a wide range of investment assets, providing users with an integrated approach to their financial portfolios. It enables effective oversight of various asset classes, including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance products.

Key features include:
<ul>
<li>Downloadable comprehensive portfolio reports encompassing all asset categories</li>
<li>Accessible historical performance data for portfolio analysis</li>
<li>Secure login via Google email credentials</li>
<li>Transaction statements available for customized periods</li>
<li>One-click download of account statements from any Asset Management Company in India</li>
<li>Detailed capital gains reports for tax purposes</li>
<li>Online investment capabilities in mutual fund schemes and new fund offers, with transparent order tracking from placement to unit allotment</li>
<li>SIP and STP management tools to monitor active and upcoming plans</li>
<li>Insurance premium tracking to ensure timely payments</li>
<li>Folio details associated with each AMC for easy reference</li>
</ul>

The platform also offers various financial calculators to assist with planning:
<ul>
<li>Retirement Planning Calculator</li>
<li>SIP Investment Calculator</li>
<li>SIP Delay Calculator</li>
<li>SIP Step-Up Calculator</li>
<li>Marriage Expense Calculator</li>
<li>EMI Calculator for loan planning</li>
</ul>

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