Utkrisht Prime Wealth

Utkrisht Prime Wealth offers a comprehensive solution for all your Wealth Management requirements, serving as a one-stop app. It empowers you to efficiently manage your Complete Financial Portfolio, comprising various assets such as Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance.

Key Features:

1. Obtain a detailed Portfolio report encompassing all your assets.
2. Easily access the historical Performance of your Portfolio.
3. Conveniently log in using your Google email id.
4. Retrieve transaction statements for any desired period.
5. Download Account Statements for any Asset Management Company in India with just one click.
6. Access Advanced Capital Gain Reports.
7. Invest Online in any Mutual fund scheme or New Fund Offer, while tracking all orders until unit allotment for complete transparency.
8. Stay informed about your Running and Upcoming SIPs (Systematic Investment Plans) and STPs (Systematic Transfer Plans) through the SIP Report.
9. Keep track of your Insurance policies and premium payment dates.
10. Access detailed Folio information registered with each Asset Management Company.

With Utkrisht Prime Wealth, you can efficiently manage and monitor your financial assets and plan for a secure future.