Insynch Wealth 6.0.8

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