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
概要
Finomatic は、 FINOMATIC FINTECH SERVICES PRIVATE LIMITEDによって開発されたカテゴリ ビジネス の Freeware ソフトウェアです。
Finomatic の最新バージョン 1.2.6 2025/01/15 にリリースです。 それは最初 2025/01/15 のデータベースに追加されました。
Finomatic が次のオペレーティング システムで実行されます: iOS。
ユーザー Finomatic の 5 5 つの星からの評価を与えた。
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