wealthphi

Features wealthphi

WealthPhi is a wealth management tool for all your needs in a single app.
You can see your investments, profit/loss statements and transactions with your respective financial advisor in a single place.
It monitors your investment goals and generates insights that helps you to make informed decisions.
Your advisor will be kept informed at the same time so he can make timely recommendations.
Avoid any manual record-keeping or reminders as this is all encompassing.You will have access to a summarized dashboard that generates a holistic picture and answering key questions:What are my investments?How has it grown over the period of time?Are the returns better than the benchmark?Are your investments in sync with your financial goals?This will keep you on track towards financial independence with minimal effort and time; and keeps You connected with Your Investments and Your Financial Advisor always.