Wealth Optima is created for mutual fund investors to track and monitor their mutual fund schemes, request for portfolio reports, view transaction details, know upcoming SIPs and much more. This uniquely created app is only restricted to those clients whose MFDs are registered users of Wealth Optima.Key features of Wealth Optima App:1. Mutual Fund dashboard2. Asset-wise Mutual Fund portfolio view3. Applicant wise portfolio view4. SIP Dashboard5. Scheme wise portfolio status6. Online transaction facility (Exchange integrated)7. Track NAV for any scheme in your portfolio8. Email request to receive summary reports
Wealth Optima
