NWealth - Partners

NWealth - Partners is a FREE app brought to you by Naikwealth Planners Pvt. Ltd. This FREE App is for RM/Advisors of NaikWealth to track their Investor's Investment Portfolio. Products covered include Mutual Funds & Equity Shares. Details of Insurance, FD's and Other asset classes will also be available shortly.
Key Features of NWealth - Partners
1. Family Portfolio- Check updated Family Portfolio.
2. Applicant Portfolio- Check updated Applicant wise Portfolio.
3. Asset Allocation- Get the details of your Net Worth and its composition.
4. Sector Allocation- Get to know sector wise allocation of your investment.
5. Scheme Allocation- Total exposure in different schemes and its current value.
6. Last Transaction- Check your last 10 Transactions which have done.
7. One Day Change- Check how your Schemes performed yesterday.
8. Latest NAV- Track the NAV for any schemes.
9. Scheme Performance- Check the Top Performing Scheme based on returns.
10. By Folio - Check your scheme wise and folio wise balance units and current values.
PS: To access this app you must have Online Portfolio Viewer Account provided by Naikwealth Planners Pvt. Ltd. To have an account with us please email us at naikwealth@gmail.com