This application helps Wealth-first users 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 iPhone.
What can you do?
- View Portfolio valuation
- Get Summary of Investment report with XIRR and Absolute return.
- Latest transaction and dividend information
- Call / SMS / Email to your RM.
- Online Mutual Fund Transaction.
Note:- To access this application, you require Login ID & Password provided by Wealth-First.
Kindly register yourself for Online Transactions.