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.


How to accomplish your financial goals through twin strategy of SIP and SWP It’s advisable to adopt the twin strategy of Systematic Investment Plan (SIP) and Systematic Withdrawal Plan (SWP) to meet financial goals.
Fri, 16 Feb 2018 10:12:01 +0530


Direct plans of mutual funds: Why do they suit everyone Product awareness campaigns by market participants and sustained backing from the regulator would motivate more retail investors to embrace direct plans.
Fri, 09 Feb 2018 10:35:25 +0530


S Naren Investors had forgotten the word ‘risk’ and now they will be more careful, said investors had forgotten the word ‘risk’ and now they will be more careful.
Wed, 07 Feb 2018 11:31:14 +0530


Dr.Renu Pothen GOI has decided to introduce a 10% tax on long term capital gains on equities and equity oriented mutual funds exceeding INR 1 lakh.
Fri, 02 Feb 2018 15:21:35 +0530


Lalit Nambiar Watch the interview of Lalit Nambiar of UTI MF with Prashant Nair and Ekta Batra of CNBC-TV18, where he shared his readings and outlook on the fundamentals of the market, and specific stocks and sectors.
Tue, 23 Jan 2018 12:04:32 +0530


Harsha Upadhyaya The expert believes that it would be prudent to tilt the portfolio towards largecaps, where valuations are slightly better.
Mon, 22 Jan 2018 11:01:26 +0530


Sunil Subramaniam In an interview with CNBC-TV18, Sunil Subramaniam, CEO of Sundaram Mutual Fund discussed the mutual fund (MF) industry wish-list and their expectations from Budget 2018.
Thu, 18 Jan 2018 14:56:59 +0530


Bill Maldonado The one thing they like about investing in India is the prudent manner in which the economy has been managed by the government and the RBI, said Bill Maldonado of HSBC Global AMC.
Fri, 12 Jan 2018 15:50:33 +0530


S Krishna Kumar The overall market is factoring in a lot of positive news, said S Krishna Kumar. Cues such as India being fastest-growing economy going ahead along with swelling order books of EPC firms are working well.
Thu, 11 Jan 2018 10:28:56 +0530

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