Yes, Wizr provides both a web-app and mobile application that give you 24/7 access to your portfolio. You can monitor your investments anytime, anywhere through these platforms.
Yes, you can view your entire portfolio in one consolidated place through Wizr's web-app and mobile application. This gives you a comprehensive overview of all your investments across different asset classes - including mutual funds, insurance, fixed deposits, real e- all in a single dashboard.
Absolutely. In addition to having real-time access to your portfolio through the app and web portal, Wizr sends monthly reports to keep you updated on your investment performance. They also schedule regular review meetings to walk you through your portfolio's performance and discuss next steps for your investment journey.
Wizr is a regulated entity registered with AMFI (Association of Mutual Funds in India) and is bound by the code of conduct, guidelines and regulations prescribed by AMFI. And as a regulated financial services provider, we are required to follow industry-standard security protocols for protecting client information. So, you can be rest assured that we follow the highest standard of data security measures.