Chola Wealth

Cholamandalam Securities presents Chola Wealth App. A one-stop application for Investors to track their portfolio on the go and calculate their financial wellness across five parameters.

About Cholamandalam Securities Ltd:

Chola Securities is a wealth management company offering investment solutions to individual clients and stock broking and equity advisory services to institutional investors, including many of the largest mutual funds in India. Chola Securities is a member of Bombay Stock Exchange Limited and National Stock Exchange of India Limited.

Overall Portfolio Tracking:

* View your investments across all asset classes in an intuitive dashboard.
* View Folio wise Mutual Funds Investments via the app along with the latest prices.

Financial Wellness:

* Financial Wellness report card gives you a complete picture of where you are and where youre going with the ability to see your entire financial picture in one place .
* This financial wellness report card helps you reach your financial goals with tools and resources that allow you to set budgets, plan for retirement & kids education and more.High or low? On track or need to improve? Your Score is calculated based on your current financial situation, including your account balances, income, spending and demographic.
* The more accurately you input the details about your financial life, the more accurate your financial wellness score will be.
* The objective of this financial wellness exercise is to find useful tools for tracking your savings progress, estimating your coverage needs, and taking control of your financial future.


Mutual Funds Investments, Life Insurance and Non-Life Insurance Purchase along with detailed financial reports will be available in next update...