VistaWealth is a comprehensive investment tracking application developed by Vista Wealth Pvt. Ltd., designed to help investors monitor and manage their portfolios with ease. The app supports various financial products, including Mutual Funds and Equity Shares, making it a one-stop solution for individuals looking to stay updated on their investments.
Key features of VistaWealth include:
Family Portfolio: Track and review your entire family’s investment portfolio in one place.
Applicant Portfolio: View portfolio details specific to individual applicants.
Asset Allocation: Understand your net worth and how it is distributed across different assets.
Sector Allocation: Analyze how your investments are allocated across various sectors.
Scheme Allocation: Monitor your total exposure and current value in different investment schemes.
Last Transaction: Review your last 10 transactions for quick reference.
One Day Change: Check the performance of your schemes from the previous day.
Latest NAV: Stay updated with the latest Net Asset Values for any scheme.
Scheme Performance: Identify top-performing schemes based on returns.
By Folio: Access detailed, folio-wise balances and current values of your schemes.
Tools: Utilize various financial calculators to assist with investment planning.
Please note: To access portfolio information on the VistaWealth app, users must have an Online Portfolio Viewer account provided by Vista Wealth Pvt. Ltd. For account inquiries or registration, please reach out via email at [email protected].
