Wealthcube Endeavours
Wealthcube is your one-stop solution for comprehensive wealth management. This state-of-the-art app helps you stay on top of your entire financial portfolio by integrating all your assets in one place, including:
- Mutual Funds
- Equity Shares
- Bonds
- Fixed Deposits
- Portfolio Management Services (PMS)
- Insurance
Key Features:
- Download complete portfolio reports covering all your assets.
- Easily view the historical performance of your portfolio.
- Quick and secure login using your Google email ID.
- Access transaction statements for any period.
- One-click account statement downloads for any Asset Management Company in India.
- Advanced capital gain reports for better tax planning.
- Invest online in mutual fund schemes or New Fund Offers (NFOs), with full transparency from order placement to unit allotment.
- SIP reports to track running and upcoming Systematic Investment Plans (SIPs) and Systematic Transfer Plans (STPs).
- Insurance premium tracking to stay updated on payments.
- Detailed folio information registered with each AMC.
Calculators and Tools:
- Retirement Calculator
- SIP Calculator
- SIP Delay Calculator
- SIP Step-up Calculator
- Marriage Calculator
- EMI Calculator
Wealthcube empowers you to manage, track, and grow your wealth with ease and precision.
