Ultima versione
1.1.1 Cassaforte da installare
1.1.1 Cassaforte da installare
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:
- Downloadability of complete portfolio reports that incorporate all asset classes
- Historical performance tracking of the entire portfolio with ease
- Secure and straightforward login via Google email credentials
- Detailed transaction statements for any selected period
- One-click download of account statements from any Asset Management Company in India
- Advanced reporting on capital gains
- Online investment options for mutual fund schemes and new fund offers, with transparent order tracking through to unit allotment
- SIP reporting to monitor active and upcoming SIPs and STPs
- Tracking tool for insurance premiums due
- Access to folio details registered with each AMC
The platform also provides various financial calculators and tools for planning purposes, including:
- Retirement Planning Calculator
- SIP Investment Calculator
- SIP Delay and Step-up Calculators
- Marriage Budget Calculator
- Equated Monthly Installment (EMI) Calculator
Panoramica
CRVJ Investment Services è un software Freeware nella categoria Affari sviluppato da Excel Net Solutions Private Limited.
L'ultima versione di CRVJ Investment Services is 1.1.1, pubblicato su 06/06/2025. Inizialmente è stato aggiunto al nostro database su 06/06/2025.
CRVJ Investment Services viene eseguito sui seguenti sistemi operativi: iOS.
Gli utenti di CRVJ Investment Services ha dato un punteggio di 5. 5 stelle su 5.
Schermate (Clicca per ingrandire)
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