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PENTAGRAPH serves as a comprehensive platform for Wealth Management, offering a streamlined interface to monitor and manage a diverse range of assets. This advanced application provides users with real-time insights into their complete financial portfolio, including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance policies.
Notable features include:
- Ability to download detailed portfolio reports encompassing all asset classes
- Access to historical performance data of the entire portfolio
- Secure login via Google email credentials
- Generation of transaction statements for specified periods
- One-click download of account statements from any Asset Management Company in India
- Generation of sophisticated capital gain reports
- Online investment options for mutual fund schemes and New Fund Offers, with transparent tracking of orders until unit allotment
- SIP and STP management tools to monitor ongoing and upcoming investments
- Insurance premium tracking functionality
- Access to folio details registered with respective AMCs
The platform also includes a suite of calculators and tools to assist with financial planning:
- Retirement Planning Calculator
- SIP Investment Calculator
- SIP Delay Calculator
- SIP Step-up Calculator
- Marriage Budget Calculator
- EMI Calculation Tool
概要
Pentagraph は、 Pentagraphによって開発されたカテゴリ ビジネス の 商用 ソフトウェアです。
Pentagraph の最新バージョンが現在知られているです。 それは最初 2008/05/18 のデータベースに追加されました。
Pentagraph が次のオペレーティング システムで実行されます: iOS。
Pentagraph は私達のユーザーがまだ評価されていません。
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