Rathi Finserv 1.6.1

Rathi Finserv offers a comprehensive solution for all Wealth Management requirements. The state-of-the-art app allows users to manage their Complete Financial Portfolio with various assets:

• Mutual Funds
• Equity Shares
• Bonds
• Fixed Deposits
• PMS (Portfolio Management Services)
• Insurance

Key Features:

• Download complete Portfolio reports, inclusive of all assets.
• Easily view the historical performance of your Portfolio.
• Convenient login via your Google email ID.
• Access transaction statements for any period.
• One-click Statement of Account Download for any Asset Management Company in India.
• Advanced Capital Gain Reports.
• Online investment in any Mutual Fund scheme or New Fund Offer, with tracking of all orders till unit allotment for complete transparency.
• SIP (Systematic Investment Plan) Report to stay informed about Running and Upcoming SIPs and STPs (Systematic Transfer Plans).
• Insurance list to track premiums due.
• Folio details registered with each Asset Management Company.

Calculators and Tools available:

• Retirement Calculator
• SIP Calculator
• SIP Delay Calculator
• SIP Step-up Calculator
• Marriage Calculator
• EMI (Equated Monthly Installment) Calculator