Etica Wealth 2.4.4

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:

• Mutual Funds
• Equity Shares
• Bonds
• Fixed Deposits
• Portfolio Management Services (PMS)
• Insurance Products

Notable features of the platform include:

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

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

• Retirement Calculator
• SIP Calculator
• SIP Delay Calculator
• SIP Step-up Calculator
• Marriage Planning Calculator
• EMI Calculator