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Get instant access to keep track of your investments.

Get the complete picture of you & your family portfolio in one page .Access to key smart tools, resources and secures messaging you need to stay in touch. Our technology partner is REDVision Global Technologies Pvt Ltd. (Indore based co.) This link is available on your desktop, tablet or mobile.

About App:



Wealth Elite empowers Investors to invest online in top-performing mutual funds schemes, track and manage your Wealth portfolio, map your investments with your life's goals.

Key Features of Wealth Elite:
  • Easy Portfolio Manager - We made the investment reports very easy, all the key data you can view at a glance.
  • Research - Invest in a well-researched cherry-picked perfectly balanced portfolio.
  • Online ATM - Exclusively designed feature to earn extra returns on idle money you kept in saving account, Instant invest & Instant withdrawn
  • Paper-less Investments - We offer a 100% paperless process of investment. It takes a few seconds to register a SIP or Purchase an ELSS.
  • Goal GPS - Give purpose to your investments, you can map all your investments with the goal like child education, marriage, or retirement.
  • 100% Safe and secure - Managed on AWS Server with bank-grade security to manage your data.
  • Ease of use - Investors fall in love with the easiness of this app.

Mutual Funds – Data Covered



  • Live MF Portfolio
  • SIP Report
  • Tax Package
  • Recent Transaction
  • Transactions History
  • Dividend Report
  • Load Free Units Report
  • FY Wise Report
  • Between Date XIRR
  • P&L Valuation Report
  • Notional Capital Gain
  • Realised Capital Gain
  • Realised Funds XIRR
  • Pre-Printed Slips
  • Allocation Report
  • Folio Master
  • Goal Tracker

Add any below mention products info. in software

  • PMS and Alt Invst
  • FD/Bonds
  • Postal
  • Equity
  • Commodity
  • Real Estate
  • Insurance

Others

  • Application Form
  • Target Based Alerts
  • Update Client
  • Add Client
  • E-Vault
  • Update Risk Profile

Disclaimer by our Tech partner - REDVision Global Technologies Pvt Ltd

Getting all the mutual fund data from MF registrar co’s both CAMS & KFintech which is uploaded in software or application

All data will take 3 days to get updated after transaction date.

Sometime error or mismatch of data found due to technical reason, through competent technology, of REDVision resolve the issues of the investors within no time and in an accurate manner which improves client satisfaction.

Policy

This privacy statement has been developed by REDVision Global Technologies to exhibit company’s adherence towards privacy. The information shown below reveals about the propagation practices for www.redvisionglobaltech.com and other REDVISION Websites.

Our company makes use of your IP Address to detect issues in our server and/or to regulate our website. It helps us in ascertaining the sections of our website that users are visiting. Our company does not synchronize IP addresses to reveal your identity. This indicates that user’s session is monitored but the user remains unspecified.

Our website gathers your contact information like name, mobile no. and email address through the details entered by you in the registration form. The details are used for the purpose of sending you information about the company. Users can back out of getting future communications via selecting unsubscribe option from the registration form.

This particular site involves links to other websites. REDVision Global does not hold any responsibility for the content or privacy practices for any such websites.

Security:

This site is protected with security in order to prevent loss, fraud and/or modification of information under our control. The data is protected with firewall and access is limited to authorize staff of REDVision Global.

Contacting the Web Site

In case you have any queries regarding this privacy statement, the execution of this site, or your dealings with this website, please feel free to contact us at REDVision Global.

Mutual fund and other investments are always subject to market risks. Please read all, Scheme Information Documents (SID), Key Information Memorandum (KIM), Addendums(if any) issued there to from time to time and any other related documents or information carefully before investing. Past performance is not indicative or assurance of future performance or returns. Please consider your specific investment requirements before choosing a fund.

For any grievances, investors can contact at: hello@benchmarkinvestments.in,  Tel: +91-755-4938282 / +91-9826310337.
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