KW Wealth description

KW Wealth is a FREE app brought to you by KW Wealth Advisors. This FREE App is for Investors to track their Investment Portfolio and know about KW Wealth Advisors. Products covered include Mutual Funds & Equity Shares.

Key Features of KW Wealth App
1. Family Portfolio- Check updated Family Portfolio.
2. Applicant Portfolio- Check updated Applicant wise Portfolio.
3. Asset Allocation- Get the details of your Net Worth and its composition.

4. Scheme Allocation- Total exposure in different schemes and its current value.
5. Last Transaction- Check your last 10 Transactions which have done.
6. Top Scheme - Check the Top Performing Scheme based on returns.

7. By Folio - Check your scheme wise and folio wise balance units and current values.
8. Tools - Contains different financial calculators for your help.
9. Invest Online - Invest in MF schemes online.

PS: To access portfolio in this app you must have Online Portfolio Viewer Account provided by KW Wealth Advisors