SERVICES

Investment account

Your mutual fund investment account with Investwise is free-for-life. There are no account opening charges, transaction or maintenance fees. Investwise is officially registered with AMFI, IRDA. All our data are encrypted and web services are hosted with SSL electronic security. With Investwise, you can invest for your family too and with one login you can view the entire portfolio under a unique option called Family Wrap. All you need to do is inform us to add your family members under your login id and we will be more than glad to do it. You can then invest and manage the investments of your entire family, open minor accounts for your kids, make joint investments, and much more.

With this online account you can

  • View your networth,
  • assets details and their values
  • Current liabilities if any
  • Periodic statements on your desktops
  • Get reminders on payments towards your Insurances
  • P&L Reports
  • Capital gain reports