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.


Joydeep Sen When the instrument matures after a month or two, or when the fund gets fresh subscriptions, that quantum is invested at the then prevailing yield levels.
Wed, 11 Jul 2018 07:49:40 +0530


How MF ratings are changing after SEBI#39;s fund reclassification With the reclassification of mutual funds, there will be a change not only in basis of arriving at performance ratings by rating agencies, but also in the method of analysis to be adopted by the investors while reviewing the performance of the schemes for making investment decisions.
Tue, 10 Jul 2018 11:05:21 +0530


Juzer Gabajiwala The main distinction between capital gains tax and DDT is that DDT is paid by the fund house and not by investors, whereas capital gains tax is paid by the investor
Thu, 28 Jun 2018 08:51:32 +0530


Joydeep Sen If there is an open-ended bond fund that is passively managed with maturity roll-down, investors may opt for it to gradually reduce interest rate risk
Fri, 22 Jun 2018 09:54:53 +0530


How you can help your parents sort their investments systematically Your parents have done their best to secure your future and well-being at every step of the way. It is time you take responsibility for their future wellbeing too.
Thu, 21 Jun 2018 09:51:57 +0530


4 important tips to make the most of close-ended mutual funds Close-ended mutual funds do not have any track record and aren’t open to investors post their initial offer period
Tue, 12 Jun 2018 08:21:17 +0530

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