Wealth Magic Portfolio Online
Using this portal, you can view the current position of any investment (like in Banks, Post Office, Insurance, Shares, Commodity, Real Estate, PPF, etc), anytime and anywhere. To create your online profile, please contact us who will be providing you with your username and password to access your portfolio.
All your mutual fund investments will be automatically tracked, but if you want to update your other investment portfolio details manually like bankFDs,Insurance, Shares, Post office, PPF, real estate, etc. so that you can get a complete picture of your entire investment status, you would have to share your all other details with us. You can also download all your data in PDF format and keep a hard copy anytime.
You can always view the current return of your investment, but REMEMBER not to get biased on short term returns. Always FOCUS on your expected return to fulfill your ultimate financial goal in the long term.
NOTICE – This online software will be given to all PrudentFP investors for free who intend to invest in REGULAR PLANS. DIRECT PLAN investors (under fees module) will be able to continue accessing it. This portfolio is just a small part and beginning of all the benefits, premium investors are going to get over time.
With WealthMagic, we can empower you to be a true Wealth Manager. While any mutual funds transaction takes place through our NSE-NMF-II for REGULAR PLANS only and MF Utilities for DIRECT PLANS only , you will get a consolidated view of your investment and wealth in a single integrated presentation. WealthMagic provides an array of reports such as below: