1月15日的Atom Prive Wealth应用程序分析

Connect every dot between you and your investments with the state of the art app brought to you by Atom Privé Financial Services. The Atom Privé App, designed to handle all your investment needs, provides a seamless and user-friendly experience. It is the tech-brainchild of Atom Privé Financial Services, a boutique wealth management firm, which is more than just a financial advisor to its clients. The app helps investors achieve their financial goals on their own terms effortlessly. At Atom Privé Financial Services, we genuinely believe that financial goals are unique to each investor. Therefore, at the heart of Atom Privé, are its clients whose financial goals are customized with careful attention to every single detail, and our belief is reflected in our technological interface too. It’s more than just an app. It is the go-to platform for all DIY investors who can make their own decisions using its interesting features and tools to aid them in arriving at the most optimum financial solutions. In case of further advise needed, expert help, of course, is always at hand. Financial planning is just a tap of the screen away with the Atom Privé app. KEY FEATURES: • Investor onboarding within 5 minutes • Hassle-free paperless process • Detailed Asset Allocation- Details of your Net Worth and its composition • Detailed Sector Allocation- Details of sector-wise allocation of your investments • Detailed Scheme Allocation- Total exposure to different schemes and its current value • Comprehensive overview of your portfolio • Daily updates of the performance of your funds and schemes • Online purchase and redemption of Mutual Fund units • Latest NAVs and smart analytics to keep you updated • Top fund picks and performance schemes to assist you • Market updates and trends • User-friendly tools such as financial calculators for SIP calculation and planning • Useful articles by financial experts The Atom Privé App Edge: • Easy to navigate, secure interface • 24X7 access to latest statements and reports • Plan and manage funds at your fingertips • Seamless financial planning experience • State-of-the-art financial calculators • Regular detailed updates of both scheme-wise and folio-wise balance units and current values • Information unlimited to help you stay at the top of the game Please Note: To access the portfolio in this app, you must have the Online Portfolio Viewer Account provided by Atom Privé Financial Services. TO GET AN ACCOUNT WITH US, PLEASE MAIL US AT contact @atomprive.com