Insynch Wealth 6.0.8

INSYNCH WEALTH LLP ❘ Freeware ❘
iOS

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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:
<ul>
<li>Mutual Funds</li>
<li>Equity Shares</li>
<li>Bonds</li>
<li>Fixed Deposits</li>
<li>Portfolio Management Services (PMS)</li>
<li>Insurance Policies</li>
</ul>
Key features of the platform include:
<ul>
<li>The ability to download detailed profile reports consolidating all asset information.</li>
<li>Easy access to historical performance data of the entire portfolio.</li>
<li>Convenient login options via Google email credentials.</li>
<li>Transaction statements available for selected periods.</li>
<li>One-click downloads of account statements from any asset management company in India.</li>
<li>Generation of advanced capital gains reports for tax and planning purposes.</li>
<li>Online investment capabilities in mutual fund schemes and new fund offers, with transparent tracking of orders until unit allotment.</li>
<li>SIP and STP monitoring tools to oversee ongoing and upcoming investments.</li>
<li>A comprehensive list of insurance premiums payable and policy details.</li>
<li>Detailed folio information registered with each AMC.</li>
</ul>
The platform also offers a suite of financial calculators and tools, including:
<ul>
<li>Retirement planning calculator</li>
<li>SIP installment calculator</li>
<li>SIP delay calculator</li>
<li>SIP step-up calculator</li>
<li>Marriage planning calculator</li>
<li>EMI computation tool for loans</li>
</ul>

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