Features FINZPLAN
FINZPLAN is one-stop shopping for all your Wealth Management needs.
You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets:- Mutual Funds- Equity Shares- Bonds- Fixed Deposits- PMS- InsuranceKey Features:- Complete Portfolio report download including all assets.- View historical Performance of your Portfolio easily- Easy login via your Google email id.- Transaction statement of any period- 1 Click Statement of Account Download for any Asset Management Company in India- Advanced Capital Gain Reports- Invest Online in any Mutual fund scheme or New Fund Offer.
Track all orders till the allotment of units to keep complete transparency- SIP Report to be informed of your Running and Upcoming SIPs, STPs.- Insurance list to keep track of premiums to be paid.- Folio details registered with each AMC.Calculators and Tools available:- Retirement Calculator- SIP Calculator- SIP Delay Calculator- SIP Step up Calculator- Marriage Calculator- EMI Calculator
Secure & Private
Your data is protected with industry-leading security protocols.
24/7 Support
Our dedicated support team is always ready to help you.
Personalization
Customize the app to match your preferences and workflow.
See the FINZPLAN in Action
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Available for Android 8.0 and above