LGT India 與 Wealthverse 使用情況與統計
LGT India puts sophisticated wealth management at your fingertips. As a client of LGT Wealth India, backed by the legacy of the LGT Group, you gain exclusive access to a comprehensive digital wealth management experience.
Key features:
1) Real-time portfolio analytics with detailed performance insights
2) Comprehensive investment statements and customized reports
3) In-depth holdings analysis across asset classes
4) Complete transaction history and documentation
5) Secure, 24/7 access to your wealth information
Experience the power of institutional-grade portfolio management tools with an intuitive interface. Stay informed, make better decisions, and manage your wealth with confidence—exclusively for our private clients.
- Apple App Store
- 免費版
- 金融
商店排名
- -
With the Centrum Wealth Dashboard app, you can:
* Stay on top of your portfolio and access portfolio at various levels
* One view of current portfolio along with returns
* Monitor performance include XIRR, across asset categories
* Analyse your asset allocation and drill-don into sub-assets
* Know your latest holdings with historical investments
* Keep a check on your upcoming maturities
* Know your tax implications across products on event of any sale/redemption
* Download details of any corporate action
If you are the head of family, you can view all of the above reports at a family level as well as a family member level. You also have the ability to filter reports at an account level, or for specific period.
In addition, you have the ability to add a family manager, who can view the reports on your behalf.
- Apple App Store
- 免費版
- 金融
商店排名
- -
LGT India VS. 
Wealthverse1月 24, 2026