AG Wealth

AG Wealth - Portfolio Manager is a Personal Finance app for clients of AG Wealth to track their investment portfolio. You can track Mutual Funds, Insurance, Equity etc. All your investments can be linked to the future goals that you many have!

Key Features-

· View Investments Across All Assets Classes

· Add family members

· Recent Transactions for MF

· Check Holding Report for MF

· Check P&L Report for MF

· Get Reminders: (Asset Maturity, Insurance Premium Reminders, SIP Reminders, EMI Reminders etc)

· Schedule tasks for your Advisor

· Task Manager

· Current Goals linked with your existing investments

· E-locker facility to save all your personal documents and insurance policy copies