Unlock unparalleled convenience and control over your wealth with our exclusive Capitalmind Wealth app, designed specifically for our esteemed subscribers. As a leading wealth management firm, we manage assets worth ₹1700 crore for over 1000 families, HUFs, and corporates.
The app extends the capabilities of our desktop application Progress, offering you accessibility and management of your portfolio at your fingertips.
This invite-only app ensures that managing your wealth is seamless, secure, and sophisticated
Outcome Focused:
Our app is designed with the goal of making wealth management more accessible, convenient, and efficient for you. By simplifying the process of adding funds, generating reports, participating in new investments and inviting friends via referral program, we aim to enhance your wealth management experience, ensuring its as rewarding as it is effortless.
Get Your Invite:
This app is exclusive to Capitalmind PMS subscribers. Know more about us here : https://cm.social/pms-connect-buildwealth . Join us and experience wealth management redefined.
Features :
Exclusive Access: Tailored for our subscribers, this app offers an elite platform for UHNIs to manage and monitor their investments with us effortlessly.
Comprehensive Wealth Overview: Track your investment portfolio, including detailed insights into Current Value, Profit and Loss, Performance, and Allocations. Understand your wealths dynamics through an intuitive and detailed dashboard.
New Investment Opportunities: Participate in new portfolios with just one click. Our app makes it easier than ever to diversify and enhance your investment portfolio.
Personalized Account Management: View and manage your profile details, nominee information, and risk profile. Our app ensures that your wealth management is as personalized as your investment choices.
In-depth Reports: Access a suite of detailed reports including Tax Profit and Loss, Ledger, Fees and Charges, Capital Gains, Holding reports and much more. Make informed decisions with all the necessary information at your disposal.
Seamless Fund Addition: Add funds to your portfolio effortlessly through our integrated payment gateway supporting UPI, NEFT, RTGS, and Direct Bank Transfers.
Referral Rewards: Invite friends to our Portfolio Management Services and enjoy a ₹10,000 discount on your asset management fee. Grow your network and benefit together.
Instant Support: Raise support tickets within the app for quick resolution of queries. Our dedicated team ensures your wealth management journey is smooth and uninterrupted.