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.


Harish Krishnan Cement is likely to benefit from consolidation in the sector, government spending and demand revival, said Harish Krishnan of Kotak Mutual Fund.
Thu, 29 Jun 2017 16:26:04 +0530


Corrections will always be good, lead to long-term investing: AMFI Chairman In an interview to CNBC-TV18, A Balasubramanain, Chairman at AMFI shared his readings and outlook on the market fundamentals. He also spoke about the AMFI Mutual Fund Summit.
Tue, 27 Jun 2017 17:02:42 +0530


Earnings to be key driver for market; bullish on some financial services: DSP BlackRock Anup Maheshwari of DSP BlackRock feels valuations are stretched, but earnings growth will help the market. He likes PSU banks as well as books will be in better shape in 12-18 months.
Mon, 19 Jun 2017 10:54:07 +0530


5 tips on managing investments in equity mutual funds in over-valued equity market With valuation reaching such historical highs, a 10–20% correction triggered by domestic or global geopolitical events cannot be ruled out.
Fri, 16 Jun 2017 10:39:39 +0530


5 tips on managing investments in equity mutual funds in over-valued equity market With valuation reaching such historical highs, a 10–20% correction triggered by domestic or global geopolitical events cannot be ruled out.
Fri, 16 Jun 2017 10:39:39 +0530


5 tips on managing investments in equity mutual funds in over-valued equity market With valuation reaching such historical highs, a 10–20% correction triggered by domestic or global geopolitical events cannot be ruled out.
Fri, 16 Jun 2017 10:39:39 +0530


5 tips on managing investments in equity mutual funds in over-valued equity market With valuation reaching such historical highs, a 10–20% correction triggered by domestic or global geopolitical events cannot be ruled out.
Fri, 16 Jun 2017 10:39:39 +0530


5 tips on managing investments in equity mutual funds in over-valued equity market With valuation reaching such historical highs, a 10–20% correction triggered by domestic or global geopolitical events cannot be ruled out.
Fri, 16 Jun 2017 10:39:39 +0530


Kotak#39;s Harsha Upadhyaya says its time to tread with caution; bets on rural recovery Harsha Upadhyaya of Kotak Mutual Fund believes that the pace of earnings recovery against inflows are slower. He likes consumer discretionary space and cements, and sees downside for IT.
Tue, 13 Jun 2017 11:37:17 +0530


Dr.Renu Pothen The trend of older or conservative investors moving their life savings into balanced funds essentially means that they are convinced these funds can give them regular dividends that can beat fixed deposits by a good margin over the medium to long term.
Thu, 08 Jun 2017 14:31:58 +0530


RBI may not change their stance but expect them to be less hawkish this time: SBI MF The 7th of every month is Mutual Fund Day here at the CNBC-TV18 stable. In an interview to CNBC-TV18, Navneet Munot, CIO of SBI MF shared his views and outlook on financial health as well as his expectations from Reserve Bank of India (RBI) policy.
Wed, 07 Jun 2017 14:26:00 +0530


See midcaps correcting; like retail banks, auto: Motilal Oswal MF#39;s Gautam Sinha Roy In the near term, the government will try to keep the impact of GST least disruptive as possible
Wed, 31 May 2017 13:04:45 +0530


Anil Rego The most important principle in lump-sum investing, especially in equity funds, is to maintain your calm and equanimity.
Tue, 30 May 2017 12:29:49 +0530


Amar Pandit Mutual fund is a professionally-managed investment scheme, run by an asset management company (AMC) that pools together a group of people and invests their money in instruments/assets for a common investment objective. As compared to PMS, MFs have a wider range of investment options, that an investor can invest in based on his risk profile.
Fri, 26 May 2017 11:41:42 +0530


Joydeep Sen Bank deposits and fixed income mutual funds differ with each other on a key parameter.
Fri, 19 May 2017 09:56:58 +0530

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