CRVJ Investment Services 1.1.1

Excel Net Solutions Private Limited – Freeware – iOS
out of 4 votes

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The CRVJ Investment Services platform offers a comprehensive solution for wealth management, providing users with a sophisticated application to monitor and manage their entire financial portfolio. The platform encompasses a wide range of assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance products.

Notable features include:
<ul>
<li>Downloadability of complete portfolio reports that incorporate all asset classes</li>
<li>Historical performance tracking of the entire portfolio with ease</li>
<li>Secure and straightforward login via Google email credentials</li>
<li>Detailed transaction statements for any selected period</li>
<li>One-click download of account statements from any Asset Management Company in India</li>
<li>Advanced reporting on capital gains</li>
<li>Online investment options for mutual fund schemes and new fund offers, with transparent order tracking through to unit allotment</li>
<li>SIP reporting to monitor active and upcoming SIPs and STPs</li>
<li>Tracking tool for insurance premiums due</li>
<li>Access to folio details registered with each AMC</li>
</ul>

The platform also provides various financial calculators and tools for planning purposes, including:
<ol>
<li>Retirement Planning Calculator</li>
<li>SIP Investment Calculator</li>
<li>SIP Delay and Step-up Calculators</li>
<li>Marriage Budget Calculator</li>
<li>Equated Monthly Installment (EMI) Calculator</li>
</ol>

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Latest Version
1.1.1

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