An integrated platform for all wealth needs of a client
Nuvama Private — description
"This application allows you to 1. Track wealth across your family members 2. Get a macro view of your portfolio performance across brokers 3. Connect with the servicing team for query resolution and real-time tracking for speedy resolution 4. View all requisite profile details across all accounts in a unified dashboard. 5. Access to relationship managers/financial advisors to analytics and insights on portfolios across clients and asset classes 6. Get assistance from a dedicated customer support desk"