Paterson Wealth

Paterson Wealth is one-stop shopping for all your Financial needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets:

Mutual Funds Equity Shares Bonds Fixed Deposits PMS Insurance

Key Features:

Complete Portfolio report download including all assets. View historical Performace of your Portfolio easily Transaction statement of any period 1 Click Statement of Account Download for any Asset Management Company in India Advanced Capital Gain Reports Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency SIP Report to be informed of your Running and Upcoming SIPs, STPs. Insurance list to keep track of premiums to be paid. Folio details registered with each AMC.

Calculators and Tools available:

Retirement Calculator SIP Calculator SIP Delay Calculator SIP Step up Calculator Marriage Calculator EMI Calculator