Etica Wealth 2.4.4

ETICA WEALTH PRIVATE LIMITED ❘ Freeware ❘
iOS

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ETICA WEALTH presents a comprehensive platform designed to meet a broad spectrum of investment requirements. The application provides a sophisticated interface for users to monitor and manage their entire financial portfolio, including:

<ul>
<li>Mutual Funds</li>
<li>Equity Shares</li>
<li>Bonds</li>
<li>Fixed Deposits</li>
<li>Portfolio Management Services (PMS)</li>
<li>Insurance Products</li>
</ul>

Notable features of the platform include:

<ul>
<li>The ability to download complete portfolio reports encompassing all asset classes</li>
<li>Easy access to historical performance data of your investments</li>
<li>Smooth login process via Google email credentials</li>
<li>Transaction statements available for any selected period</li>
<li>One-click download of account statements for any Asset Management Company (AMC) in India</li>
<li>Detailed capital gain reports offering insights into investment returns</li>
<li>Online investment options for mutual fund schemes and new fund offers, with transparent order tracking from placement to unit allotment</li>
<li>SIP (Systematic Investment Plan) management tools, including details on active and upcoming SIPs and STPs (Systematic Transfer Plans)</li>
<li>Insurance premium tracking list for timely payments</li>
<li>Folio details registered with different AMCs for streamlined management</li>
</ul>

The platform also provides a range of calculators and tools to aid financial planning:

<ul>
<li>Retirement Calculator</li>
<li>SIP Calculator</li>
<li>SIP Delay Calculator</li>
<li>SIP Step-up Calculator</li>
<li>Marriage Planning Calculator</li>
<li>EMI Calculator</li>
</ul>

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Latest Version
2.4.4

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