Investment Expert in Dehradun | Financial Advisory Services in Dehradun

Wealth Desk

Online software for consolidated management of Mutual Fund/FD/Postal Savings, Life Insurance & General Insurance, use it from any part of the world. Our Online Wealth Account generate a World Class “Tension Free” account for you which manage all investments in All Mutual Fund Schemes, Fixed Income Instruments which includes - Bank Deposits, Company Fixed Deposits, Bonds, Debentures, PPF, Debentures, NSS, Postal Savings, Life & Non Life Insurance with excellent graphically represented reports. Reports for our Clients: The clients will get following Reports in Wealth Account:-

  • Consolidated Wealth Allocation Report.
  • Current Valuation Report.
  • Interest Income Report.
  • Mutual Fund Valuation Report.
  • Mutual Fund Transaction Report.
  • FD Maturity Report.
  • Life & Non life Insurance Premium Due Report.
  • Pop-up Reminder for SIP, Insurance and FDs.
Click here to open your wealth account today

The clients will get following SMS & Email Alerts from Us:-

  • Monthly MF Valuation Alert.
  • Profit Booking Alerts.
  • Dividend Earned Alert .
  • Alert by Targeted NAV/Date & Valuation
  • Life Insurance Premium Due Alert .
  • Policy Maturity Alert .
  • Vehicle Insurance Premium Due Alert.
  • Health Insurance Premium Due Alert.
  • FD & Postal Scheme Maturity Alerts.


Juzer Gabajiwala In this article, we will explain the categorization of debt funds in brief and its features impact.
Thu, 19 Apr 2018 11:20:20 +0530


Pankaj Mathpal Dynamic asset-allocation funds factor in market valuations before investing in various assets.
Tue, 10 Apr 2018 09:43:00 +0530


Does investing in sectoral equity mutual funds make sense? With sector funds, the timing of the investment and the health of the concerned sector is very crucial.
Mon, 09 Apr 2018 09:57:49 +0530


Mutual Fund Day: Family Financial Plan series Financial management is not just about how much money you make, it is also about how much you save, how hard you make it work for you and how many future generations you keep it going for. Mutual Fund Day – Family Financial Plan Series chronicles different financial planning case studies of individuals with unique financial background selected from different parts of India.
Sat, 31 Mar 2018 15:54:48 +0530


Do-it-yourself investors, go for direct plans for greater wealth creation As direct plans do not incur distribution expenses, the savings made in total operating expenses remain invested with the fund, which then start generating returns.
Wed, 28 Mar 2018 10:58:05 +0530


Mahesh Patil Retail investors are showing slight concern with market correction and going forward we may see 20% drop in flows compared to last 6-month average, Mahesh Patil told CNBC-TV18
Tue, 27 Mar 2018 11:16:29 +0530

Schedule a Meeting with us
Name
City
E-mail
Mobile
Message