Senaste versionen
6.0.8 Säkert att installera
6.0.8 Säkert att installera
Insynch Wealth provides a comprehensive platform for managing a wide range of financial assets in a streamlined manner. Its advanced application enables users to monitor their entire financial portfolio, encompassing the following asset classes:
- Mutual Funds
- Equity Shares
- Bonds
- Fixed Deposits
- Portfolio Management Services (PMS)
- Insurance Policies
Key features of the platform include:
- The ability to download detailed profile reports consolidating all asset information.
- Easy access to historical performance data of the entire portfolio.
- Convenient login options via Google email credentials.
- Transaction statements available for selected periods.
- One-click downloads of account statements from any asset management company in India.
- Generation of advanced capital gains reports for tax and planning purposes.
- Online investment capabilities in mutual fund schemes and new fund offers, with transparent tracking of orders until unit allotment.
- SIP and STP monitoring tools to oversee ongoing and upcoming investments.
- A comprehensive list of insurance premiums payable and policy details.
- Detailed folio information registered with each AMC.
The platform also offers a suite of financial calculators and tools, including:
- Retirement planning calculator
- SIP installment calculator
- SIP delay calculator
- SIP step-up calculator
- Marriage planning calculator
- EMI computation tool for loans
Översikt
Insynch Wealth är en Freeware programvara i den kategorin Företag utvecklats av INSYNCH WEALTH LLP.
Den senaste versionen av Insynch Wealth är 6.0.8, släppt på 2025-10-19. Det lades ursprungligen till vår databas på 2025-10-19.
Insynch Wealth körs på följande operativsystem: iOS.
Användare av Insynch Wealth gav det betyget 5 av 5 stjärnor.
Screenshots (Klicka för större)
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