DVS Associates
2.18 by CFP (0 Reviews) October 12, 2024
Latest Version
Version
2.18
2.18
Update
October 12, 2024
October 12, 2024
Developer
CFP
CFP
Categories
Finance
Finance
Platforms
iOS
iOS
File Size
95.9 MB
95.9 MB
Downloads
0
0
License
Free
Free
Report
Report a Problem
Report a Problem
More About DVS Associates
Investment Portfolio App for customers of DVS Associates
DVS Associates is a state-of-the-art investment & insurance portfolio management App for customers with DVS Associates App, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss.
Here are some of the many features of the DVS Associates App:
A. Get a summary view of the current status of your investments across asset classes
B. Get a summary view of the insurance cover of all members in your family
C. Drill down to full detail
D. View Upcoming portfolio events
E. Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc.
F. Buy / Redeem / Switch Mutual Funds online from any AMC
G. Get best in the class MF advisory
H. Raise a service ticket to your advisor
I. Host of useful financial calculators to help you plan your short term and long-term financial goals.
J. Digital Vault ñ access your important documents anytime from your Smartphone
K. Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc.
L. Track small saving investments like PPF, NSC, KVP, FD, RD etc.
M. Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.
Here are some of the many features of the DVS Associates App:
A. Get a summary view of the current status of your investments across asset classes
B. Get a summary view of the insurance cover of all members in your family
C. Drill down to full detail
D. View Upcoming portfolio events
E. Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc.
F. Buy / Redeem / Switch Mutual Funds online from any AMC
G. Get best in the class MF advisory
H. Raise a service ticket to your advisor
I. Host of useful financial calculators to help you plan your short term and long-term financial goals.
J. Digital Vault ñ access your important documents anytime from your Smartphone
K. Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc.
L. Track small saving investments like PPF, NSC, KVP, FD, RD etc.
M. Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.
Rate the App
Add Comment & Review
User Reviews
Based on 0 reviews
No reviews added yet.
Comments will not be approved to be posted if they are SPAM, abusive, off-topic, use profanity, contain a personal attack, or promote hate of any kind.
