DHANVARDHAN WEEALTH

DHANVARDHAN WEEALTH is one-stop shopping for all your Wealth Management needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets:

- Mutual Funds
- Equity Shares
- Bonds
- Fixed Deposits
- PMS
- Insurance

Key Features:

- Complete Portfolio report download including all assets.
- View historical Performance of your Portfolio easily
- Easy login via your Google email id.
- Transaction statement of any period
- 1 Click Statement of Account Download for any Asset Management Company in India
- Advanced Capital Gain Reports
- Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency
- SIP Report to be informed of your Running and Upcoming SIPs, STPs.
- Insurance list to keep track of premiums to be paid.
- Folio details registered with each AMC.

Calculators and Tools available:

- Retirement Calculator
- SIP Calculator
- SIP Delay Calculator
- SIP Step up Calculator
- Marriage Calculator
- EMI Calculator

Recent changes:
- Revamped Investor and Advisor Dashboards
- Calendar added; AUM Reports moved to Menu
- Portfolio revamped with Active Units XIRR
- Reasons to Connect added to Advisor Dashboard
- Baskets live for NSE and MFU users
- Support chatbot added
- CAMS SOA Request now working
- Fixed multiple users registered error on mobile login
- Calculators revamped
- Managed/External filter added to Portfolio and Investor Dashboard
- Improved app stability, performance