Edhas Wealth

Features Edhas Wealth

Edhas Wealth is a versatile investment app designed to help users efficiently manage their investments and financial portfolios.
Here are some of the key features and services provided by the app:1.
**Asset Management**: Users can easily access and manage a wide range of financial assets such as Mutual Funds, Bonds, Fixed Deposits, Portfolio Management Services (PMS), and Insurance, all from a single platform.2.
**Detailed Financial Reports**: The app offers comprehensive reports that cover all of a users financial assets.
These reports give users a complete overview of their financial situation, aiding them in making informed decisions.3.
**User-Friendly Authentication**: The app simplifies the login process by allowing users to use their Google email ID for authentication.4.
**Transaction History**: Users can generate transaction statements for specific time periods, helping them keep track of their financial activities and investment history.5.
**Capital Gain Analysis**: The app provides advanced reports for calculating and reporting capital gains, which is especially useful for tax purposes.6.
**Document Retrieval**: Users can effortlessly download account statements from any Asset Management Company (AMC) in India with a single click, making it easy to access important investment documents.7.
**Online Investing**: WealthGrowth: FinancialFreedom makes it simple to invest online in various mutual fund schemes and new fund offers.
It also provides order tracking until units are allocated to ensure transparency.8.
**SIP Monitoring**: Users receive updates on their ongoing and upcoming Systematic Investment Plans (SIPs) and Systematic Transfer Plans (STPs) through an SIP report.9.
**Insurance Management**: The app allows users to keep track of their insurance policies and monitor premium payment due dates.10.
**Folio Insights**: Edhas Wealth offers comprehensive information about the folios registered with each Asset Management Company (AMC), giving users insights into their investments and holdings.11.
**Financial Calculators and Tools**: The app includes a variety of financial calculators and tools, such as retirement planners, SIP calculators, SIP delay estimators, SIP step-up calculators, marriage financial planners, and EMI calculators.
These tools help users make financial decisions that align with their specific goals and needs.Edhas Wealth is a versatile financial platform that empowers users to effectively manage their investments, track their financial goals, and make informed investment decisions.
It offers a wide range of features and tools to support these objectives.