Wealthcube Endeavours 4.4.0

Wealth Cube serves as a comprehensive platform for managing investment portfolios, offering a user-friendly application designed to streamline financial oversight across various asset classes, including:

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

Among its salient features are:

• The ability to download comprehensive portfolio reports encompassing all asset types.
• Accessibility to historical performance data of your portfolio, facilitating informed decision-making.
• Convenient login using your Google email ID.
• Transaction statements for any specified period.
• One-click statement downloads for accounts held with any Asset Management Company in India.
• Advanced capital gain reports for detailed tax planning.
• Online investment capabilities in any mutual fund scheme or New Fund Offer, complemented by order tracking until unit allotment.
• SIP reports that provide updates on ongoing and upcoming Systematic Investment Plans (SIPs) and Systematic Transfer Plans (STPs).
• A comprehensive insurance list to monitor premium payments.
• Detailed folio information registered with each AMC.

The app also includes various calculators and tools, such as:

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