Visok Investor Services

Features Visok Investor Services

Visok Investor Services is a well-rounded investment application geared towards enabling users to efficiently manage their financial portfolios.
Here are some of the primary features and services offered by the app:1.
**Asset Management**: Users gain access to a diverse range of financial assets, encompassing Mutual Funds, Bonds, Fixed Deposits, Portfolio Management Services (PMS), and Insurance, all through a unified platform.2.
**Comprehensive Financial Reports**: The app provides detailed reports covering all financial assets, offering users a comprehensive view of their financial status to support well-informed decision-making.3.
**User-Friendly Authentication**: Simplified login through a Google email ID streamlines the authentication process.4.
**Transaction History**: Users can generate transaction statements for their preferred timeframes, facilitating the review of investment histories and the tracking of financial activities.5.
**Capital Gain Analysis**: Advanced capital gain reports assist users in accurately calculating and reporting capital gains, particularly for tax-related purposes.6.
**Document Retrieval**: Users can effortlessly download account statements from any Asset Management Company (AMC) in India with just a single click, enhancing document accessibility.7.
**Online Investment**: The app simplifies online investments in various mutual fund schemes and new fund offers, with order tracking until unit allotment to ensure transparency.8.
**SIP Monitoring**: Users stay updated on their ongoing and upcoming Systematic Investment Plans (SIPs) and Systematic Transfer Plans (STPs) through an SIP report.9.
**Insurance Management**: Users can easily track insurance policies and monitor premium payment deadlines within the app.10.
**Folio Insights**: The app furnishes comprehensive information regarding folios registered with each Asset Management Company (AMC), providing valuable insights into users investment holdings.11.
**Financial Calculators and Tools**: Visok Investor Services offers a diverse range of financial calculators and tools, including retirement planners, SIP calculators, SIP delay estimators, SIP step-up calculators, marriage financial planners, and EMI calculators.
These tools support users in making informed financial decisions aligned with their specific financial goals and needs.Visok Investor Services serves as a well-rounded platform that empowers users to effectively manage their investments, track financial objectives, and make informed financial choices, all backed by a wide array of features and tools.