RVirat Wealth 2.3.6

Virat Wealth offers a comprehensive platform designed to address a wide range of financial management needs. This sophisticated application enables users to monitor their entire financial portfolio, encompassing various asset classes such as:

• Mutual Funds
• Equity Shares
• Bonds
• Fixed Deposits
• Portfolio Management Services (PMS)
• Insurance Policies

Notable features include:

• The capability to download detailed portfolio reports covering all assets.
• An accessible interface to review the historical performance of the portfolio.
• Convenient login options via Google account credentials.
• Generation of transaction statements for specified periods.
• One-click download of account statements from any Asset Management Company in India.
• Advanced reports on capital gains.
• The ability to invest online in mutual fund schemes and new fund offers, with tracking of all orders through to unit allotment to ensure transparency.
• SIP (Systematic Investment Plan) tracking, including active and upcoming SIPs and STPs (Systematic Transfer Plans).
• A curated list of insurance premiums due, facilitating premium payment management.
• Folio details associated with each AMC (Asset Management Company).

The platform also provides various financial calculators and tools, such as:

• Retirement Planning Calculator
• SIP Calculation Tool
• SIP Delay Calculator
• SIP Step-up Calculator
• Marriage Expense Calculator
• EMI (Equated Monthly Installment) Calculator