Finomatic 1.2.6

Finomatic serves as a comprehensive solution for Wealth Management, offering users the ability to manage their entire financial portfolio through an advanced application. This platform provides a holistic overview of various asset classes, including:

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

Among its key features, Finomatic offers:

• A complete portfolio report download encompassing all assets.
• Easy access to historical performance data of the portfolio.
• Simplified login using Google email credentials.
• Transaction statements available for any specified period.
• One-click account statement downloads for any Asset Management Company in India.
• Advanced capital gain reporting capabilities.
• The ability to invest online in any mutual fund scheme or new fund offer, with tracking for order allotment to ensure transparency.
• Comprehensive SIP reports to track ongoing and upcoming Systematic Investment Plans (SIPs) and Systematic Transfer Plans (STPs).
• A detailed insurance list to monitor premiums due.
• Folio details registered with each Asset Management Company (AMC).

The application also features various calculators and tools to assist users with financial planning:

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