InCred Wealth app lets you stay on top of your investment portfolio anytime, anywhere.
Install the app and login with your Touch ID/Face ID or your Password with ease.
Features:
• View portfolio holdings across various asset class & access group/owner/account level portfolio details
• Analyze portfolio performance across holdings v/s. relevant benchmarks
• View Transaction details
• View and Download various Portfolio and Performance reports along with Statements of Dividend/Interest/Capital Gain etc.
Please contact your Wealth Manager or write to [email protected] for any queries.
The use of this app is for the clients of InCred Wealth only.