WS FinServ

Features WS FinServ

WS FinServ is a app brought to you by WS FinServ Pvt LtdThis App is for Investors to track their Investment Portfolio and know about our services.The apps salient features include a detailed report that encompasses all your assets, easy login via your Google email id, transaction statement of any period, advanced capital gain reports, and a one-click statement of account download for any Asset Management Company in India.Products covered include Mutual Funds & Equity Shares.Key Features: 1.
Investor Onboarding in 5 min.
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Complete Paperless Process 3.
Family Portfolio - Check updated Family Portfolio.
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Applicant Portfolio - Check updated Applicant wise Portfolio.
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Asset Allocation - Get the details of your Net Worth and its composition.
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Sector Allocation - Get to know sector-wise allocation of your investment.
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Scheme Allocation - Total exposure in different schemes and its current value.
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One Day Change - Check how your Schemes performed yesterday.
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Latest NAV - Track the NAV for any schemes.
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Scheme Performance - Check the Top Performing Scheme based on returns.
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By Folio - Check your scheme-wise and folio wise balance units and current values.
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Tools - Contains different financial calculators for your help.PS: To access portfolio in this app you must have Online Portfolio Viewer Account provided by WS FinServ Pvt LtdTo get an account with us please email us at [email protected]