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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:

 

     Invest Online-NSE

NSE has developed an online platform MFSS. This is a transactional online platform which facilitates you invest as lump sum, redemption, Systematic Investment Plan (SIP), Systematic Withdrawal Plan (SWP), Systematic Transfer Plan (STP), Switch and other transactions of mutual fund units under the strictly guidance of your adviser.



 

 

 

 

 

Register now!                                   Check Demo                           

  Online Portfolio View

  

Convenience is just a click away! We offer a host of services to manage your mutual funds and other investments. You can now integrated consolidate online portfolio view of all your holdings in all Funds serviced by us in one single window through our Wealth Magic Portfolio Online.  

 

 

 

 

 

 

 

 

 

Check it out!

Testimonials

I am very happy and greatly satisfied with the PrudentFP Financial Planning services as they are giving to me
Deepak Tiwari, Panchkula (HR)
Suresh has always been thoughtful and insightful with regard to my needs, rather than his own. His investment suggestions have been sensible and fair. He has demonstrated sound and conservative financial ability.
Parveen Sharma, Bilaspur (HP)
Suresh is truly what I will call you as Financial Doctors/True Certified Financial Planners looking after my financial health. I fully recommend his name to whosoever who wants to come to them for getting their financial planning done.
Parvesh Bansal(NRI), Mandi Gobindgarh (Punjab)
I would unequivocally recommend Suresh’s services to anyone who cares about his financial health. The very reasonable fee that Suresh charges for his services are well worth the results.
Suresh Kumar, Sirhoi (Raj)
Suresh’s monthly cash flow management calculations and the consequent recommendations take into account all the requirements of a family and offer complete clarity as to the way forward.
Vishal Kakar, Panchkula (HR)
Prudent Financial Planners gave me a totally different perspective about money and how you can make your money work for you. I got to know about term plans and health insurance and other modes of investments.
Amit Goyal, Panchkula (HR)
Suresh has been advising me on my financial affairs since long time. I have already been burnt my fingers in stock market and then, Suresh had realized and brain stormed me about my investment plan.
Kulbhushan Jamwal, Distt Kangra (HP)
Your articles are really fabulous; I am your great fan. Sir I want my son to become great person like you
R.K. Mulchandani, Through e-mail

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