Innvest 1.3.2

INPRISM SERVICES INDIA PRIVATE LIMITED ❘ Freeware ❘
iOS

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Innvest provides a comprehensive platform designed to meet a wide range of investment management needs. Its advanced application allows users to oversee their complete financial portfolios, which include various asset classes:

<ul>
<li>Mutual Funds</li>
<li>Equity Shares</li>
<li>Bonds</li>
<li>Fixed Deposits</li>
<li>Portfolio Management Services</li>
<li>Insurance Policies</li>
</ul>

Notable features of the platform encompass:

<ul>
<li>The ability to download detailed portfolio reports covering all asset categories</li>
<li>Accessible historical performance data of individual and aggregate investments</li>
<li>User-friendly login process via Google email credentials</li>
<li>Generation of transaction statements for specific periods</li>
<li>One-click download of account statements from any Asset Management Company in India</li>
<li>Comprehensive capital gains reports for tax and investment analysis</li>
<li>Online investment capabilities in mutual fund schemes and new fund offers, with transparency maintained through order tracking from placement to unit allotment</li>
<li>SIP management features, including tracking active and upcoming SIPs and STPs</li>
<li>Insurance premium management tools to monitor payment schedules</li>
<li>Access to registered folio details across multiple AMCs</li>
</ul>

The platform also offers various calculators and tools designed to assist with financial planning, including:

<ol>
<li>Retirement Planning Calculator</li>
<li>SIP EMI Calculator</li>
<li>SIP Delay Calculator</li>
<li>SIP Step-Up Calculator</li>
<li>Marriage Planning Calculator</li>
<li>EMI Calculation Tool</li>
</ol>

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