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.


ELSS versus ULIPs: Which is the better tax saving option? The imposition of 10 percent tax on LTCG earned on mutual funds could be a trigger for ULIPs
Wed, 29 Aug 2018 07:52:27 +0530

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