financial advisor 2025-09-20T11:51:28Z

JamaWealth Investment AdvisoryJama is the best mutual fund and financial planning / financial advisor app trusted by thousands of members, advising on hundreds of crores of their money.1. Invest with peace of mind, in best direct mutual funds and earn up to 40% higher returns compared to regular plans, by paying zero commissions. We work for you, not for the AMC or a distributor. 2. Get a FREE financial plan to jumpstart your life’s money goals. Revise it any number of times.3. Get b

Roongta SecuritiesRoongta Securities is an app for financial investors to view there investment portfolio, wealth reports, calculators, goal tracker and many more such features. This product is conceived and developed by Redvision as an extension to there award winning financial advisor portfolio management system. To access this app you will have to be registered user with your financial advisor.More

NetXInvestorIMPORTANT INFORMATION FOR USERS - To use NetXInvestor™ mobile, you must be a client with an account at a financial institution that provides its clients access to their account information via the NetXInvestor website. The financial institution also has to specifically activate the NetXInvestor™ mobile application for its account holders. If you are unable to download the application or have any questions, please contact your broker or investment professional at

It was a rainy Tuesday morning, and I was staring at my laptop screen, coffee gone cold, as retirement numbers blurred into a nightmare. My hands trembled slightly—not from caffeine, but from dread. For years, I'd juggled IRAs, 401(k)s, and brokerage accounts across five different platforms, each with its own cryptic statements and hidden fees. Last month, I nearly missed rebalancing my portfolio because a notification got buried in email spam. The panic hit hard: what if I outlive my savings? T

HK Stock Market - Hong KongIt is a easy stock market app that can track HK Stocks and east to manage your portfolios anytime and anywhere. It synchronizes with streaming data, allows quick access to stick stock quotes, detail data, charts and let you view the latest stock news. The features are listed below:Features :- Prices of HK Stocks.- Stocks News and Chart- Streaming Price on Watch list and Stock Detail Page.- Track the profits from the list of your portfolios.- Financial websites are prov

World Stocks, Live Stock QuoteThis stock app is easy to track Global Stocks and can be easy to manage your portfolios anytime and anywhere. It synchronizes with real-time streaming data for most countries like US, UK, Canada, India, etc. It also allows quick access to stick stock quotes, detail data, charts and let you view the latest company news. App covers most stocks and indices from World Exchange Markets.Features :- Stock Quotes from all over the world markets.- Supports all leading Stock

Expense Tracker - FinancePMIntroducing the ultimate budget app for seamless money management. With our intuitive interface, effortlessly track expenses, plan your monthly budget, and achieve financial freedom using powerful tools designed for everyone.Key Highlights:* Fast Entry: Quickly log every transaction with our daily expense tracker.* Categorization: Organize spending with customizable expense categories for clear insights.* Budget Planner: Set financial goals and monitor progress using a

Sweat glued my shirt to the office chair as red numbers flashed across three different brokerage tabs. That Tuesday morning felt like financial quicksand - my tech stocks were nosediving 12% pre-market while crypto positions hemorrhaged value. I scrambled between apps, fingers trembling as I tried calculating exposure percentages in my head. My throat tightened when I realized I couldn't even see my commodities holdings without logging into that godforsaken legacy platform requiring two-factor a

Regal WealthPORTFOLIO DASHBOARDSTrack The Performance Of The Investments Made Through Your Financial Advisor. Consolidate Investments For Your Family.Your Portfolio's Growth With TimeShort Term And Long Term GainsDividend And Interest IncomeBreak-Up By Asset ClassBreak-Up By ProductMutual Fund Break-Up By AMCMutual Fund SIP And STPTRANSACTION APPROVALSApprove Or Reject Transactions Initiated By Your Financial AdvisorPUSH NOTIFICATIONSProduct Information And AdvisoryTransaction CompletionSip Aler

NOSTRA WEALTHNOSTRA WEALTH is the go-to app for simplifying your mutual fund investments. With a user-friendly interface and powerful features, managing your mutual fund portfolio has never been easier.**Key Features:**1. **Diverse Mutual Fund Options:** Access a wide range of mutual funds from India's top Asset Management Companies (AMCs), tailored to meet your investment goals.2. **Personalized Investment Recommendations:** Receive custom fund recommendations based on your financial goals and

Tickertape: MF, Stock ScreenerMaster the Indian stock market with Tickertape. Built for beginners and pros alike, Tickertape helps you find your next best investment idea with stock screeners, mutual fund screener, SIP planning, bulk stock deals, share price alerts, AI-powered stock sentiment analysis, stock forecasts, and more - all in one app. STOCK ANALYSIS & INSIGHTSStay ahead in the share market with live stock prices, indices, and charts. Our all-inclusive stock research tools (stock scree

AssetPlus - Mutual Funds & SIPAssetPlus is an investment application designed for mutual fund investments in India. It provides guidance for users on their path to financial freedom, focusing primarily on mutual funds and systematic investment plans (SIPs). Available for the Android platform, the app allows users to easily manage their investments and achieve their financial goals. Individuals interested in enhancing their investment journey can download AssetPlus to access its features.The app

FundConnectFundconnect is India’s first digital bridge between Indian mutual fund investors and their respective advisors/distributors. We strongly believe that every Mutual Fund investor need an advisor to control their emotional behavior related to investments. Every investor need a friend in need who could hold their hand during the time of fear and keep them grounded at the time of greed. ARM Fintech is a software vendor for thousands of MF advisor in India, and is committed to pr

Rain lashed against my home office window as I stared at the mountain of paper devouring my desk. Six different envelopes from pension providers lay torn open, each spilling indecipherable statements filled with numbers that might as well have been hieroglyphics. That sinking feeling hit - the one where your throat tightens and your palms go slick. Retirement suddenly wasn't some distant abstract concept; it was this terrifying void waiting to swallow me whole in fifteen years. How could I possi

DigiKhata - Expense TrackerTired of messy ledgers and manual calculations?Say goodbye to paper clutter and hello to efficient financial tracking!DigiKhata is designed for everyday business needs. It helps you easily create ledger accounts, track income, control your budget, generate invoices, monitor cash flow and handle credit all in one place. No more digging through notebooks or scrolling through bank apps — Money Manager gives you a clear view of your finances, anytime you need it

Cuprum AFPMake everything easier and simpler with your Cuprum App! A tool that you will have available to review your savings at any time, so that you can access your AFP information from anywhere. We are the best evaluated App within the AFP industry.We have several tools so you can find out all the information about your savings, profitability and pension. Using our application you can:-Know the profitability of your account. You can check the profit or loss you have obtained since you entered

CopelThe Copel app brings the company's services to the palm of your hands, efficiently and even more securely with new features. Here, you can access your invoice in real time, have easy payment options via PIX or by subscribing to automatic debit and you can report a power outage and check scheduled shutdowns in your region. In an updated version, the Copel application is now multi-service. In addition to the information about the electricity bill that you already know, the Copel app offers a

The scent of burnt coffee beans mixed with my rising panic as Bitcoin's value plummeted 15% overnight. My trembling fingers left smudges on the phone screen while I stared at red charts flashing like ambulance lights. This wasn't some abstract financial concept anymore - my entire R$500 savings from tutoring gigs was evaporating before sunrise. When the panic attack hit, cold sweat glued my shirt to the chair as I fumbled for the Mynt app like a drowning man grasping at driftwood.

Opco Client Access mobile appAccess your Oppenheimer & Co. Inc. account information whenever and wherever you are with the Opco Client Access mobile app.Current users of our Client Access website (http://www.opco.com/ClientAccess) that have completed the identity verification process can start using the app immediately.Users that do not have a User Name to access Client Access should contact their Financial Advisor for assistance. You will need to complete the identity verification process on th

Snow crunched beneath my boots as I stumbled through the Swiss chalet's doorway, my daughter's feverish whimpers echoing in the silent valley. 3 AM. No clinic for 40 kilometers. The air ambulance demand: €15,000 upfront. My laptop? Buried under ski gear in a rental car trunk. Frantic calls to my traditional bank dissolved into automated menus demanding security codes I couldn't recall through sleep-deprived panic. That's when my trembling fingers found the Allianz Bank icon - previously just ano