Pathway Investments

Pathway Investments- My Wealth Architect is a Personal Finance app for clients of Pathway Investments 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



Note: This app is for the existing clients of Pathway Investments. If your account is inactive, mail us at pathwaymf@gmail.com to activate it.



PS: If you are not an existing client and want to create your account, you can write to us at: pathwaymf@gmail.com