DISHAFI 2.5.3

DISHA FINANCE AND INVESTMENTS PRIVATE LIMITED – Freeware – iOS
3 oy

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DISHAFI offers a comprehensive solution for managing your wealth through its innovative application. This platform facilitates the oversight of a diverse financial portfolio, encompassing a range of assets, including:

<ul>
 <li>Mutual Funds</li>
 <li>Equity Shares</li>
 <li>Bonds</li>
 <li>Fixed Deposits</li>
 <li>Portfolio Management Services (PMS)</li>
 <li>Insurance</li>
</ul>

Among its key features, DISHAFI provides:

<ul>
 <li>A complete portfolio report download that includes all assets.</li>
 <li>Easy access to view the historical performance of your portfolio.</li>
 <li>Comprehensive transaction statements for any chosen period.</li>
 <li>An intuitive one-click statement of account download for any Asset Management Company (AMC) in India.</li>
 <li>Advanced capital gain reports that facilitate informed decision-making.</li>
 <li>The ability to invest online in any mutual fund scheme or new fund offers, with transparent tracking of all orders until unit allotment.</li>
 <li>A detailed SIP report that keeps you informed about running and upcoming Systematic Investment Plans (SIPs) and Systematic Transfer Plans (STPs).</li>
 <li>An insurance tracker to manage and monitor premium payments.</li>
 <li>Folio details registered with each AMC for your convenience.</li>
</ul>

DISHAFI also offers various calculators and tools that assist in financial planning, including:

<ul>
 <li>Retirement Calculator</li>
 <li>SIP Calculator</li>
 <li>SIP Delay Calculator</li>
 <li>SIP Step-Up Calculator</li>
 <li>Marriage Calculator</li>
 <li>EMI Calculator</li>
</ul>

This application aims to streamline wealth management, providing users with the resources necessary to maintain a holistic view of their financial landscape.

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