DPTradeKing Mutual Fund Services: Simplify Your Investment Journey
DP TradeKing Mutual Fund Review
DP TradeKing was established in 2016, and since its inception, DP TradeKing has been providing investment and trading services to its customers. DP TradeKing allows investors to trade and invest in equity, currency, derivatives, mutual funds, ETFs, bonds, fixed income, and IPOs. DP TradeKing is a SEBI-registered stock brokerage firm, and it has memberships in the National Stock Exchange (NSE), Bombay Stock Exchange (BSE), and National Securities Depository Limited (NSDL). DP TradeKing provides platforms for investors to trade and invest in multiple segments of the stock market. DP TradeKing has many branches in multiple cities in India to provide customers with physical assistance.
DP TradeKing Mutual Fund Details
DP TradeKing provides a web platform and mobile app for its customers to invest in mutual funds. DP TradeKing's Mutual fund platform allows Investors to invest in more than 1500 mutual fund schemes. Investors can open an account through their smartphones by using the DP TradeKing Mutual Fund mobile app “WealthEvator”. WealthEvator allows investors to choose different investment plans, such as SIP (Systematic Investment Plan), lump sum investment plan, etc. With the DP TradeKing WealthEvator mobile app, investors can invest in mutual funds and track their portfolios anytime, anywhere in the world. The WealthEvator mobile app is equipped with many features and benefits.
Advantages of Investing in Mutual Funds through DP TradeKing
Comprehensive Portfolio Management: DP TradeKing provides a comprehensive portfolio management service that allows you to track and evaluate your investments effectively. With features like portfolio valuation, XIRR calculations, and portfolio screeners, you can gain insights into your current holdings and make informed decisions.
Realized and Unrealized Gains: DP TradeKing offers a summary of realized and unrealized gains for your investments. This information can be valuable in assessing the performance of your portfolio over time and understanding the profitability of your investments.
Redemptions Simulation: DP TradeKing enables you to simulate redemptions and analyze the potential value of your investments if you had not sold them. This feature can help you evaluate the impact of your past decisions and make more informed choices in the future.
User-Friendly Account Opening: DP TradeKing promotes an easy and paperless account opening process, aiming to provide convenience to its customers. This streamlined approach makes it simple to get started with investing in mutual funds through their platform.
Community Experience: DP TradeKing offers a community experience by providing various resources to support investors. By engaging with blogs, newsletters, webinars, and other valuable content, users can stay informed and connected with a community of like-minded individuals.
DP TradeKing WealthEvator Mutual Fund App Features
Paperless and Zero Charge Investment Account: The app allows users to open an investment account without any paperwork or charges. This feature offers convenience and cost-effectiveness for investors.
Family and Applicant portfolio access: Users can access and manage their investment portfolios, as well as view the portfolios of their family members and other applicants.
SIP Journey with Rs. 100: The app facilitates starting a Systematic Investment Plan (SIP) with a minimum investment amount of just Rs. 100. This feature makes it accessible for investors to begin their investment journey with smaller amounts.
Detailed Reports on Asset Allocation and Net Worth: Users can generate detailed reports on asset allocation, providing insights into how their investments are distributed across different asset classes. Additionally, the app offers a report on net worth and its composition, allowing users to track their overall financial position.
Sector and Scheme Allocation Reports: The app provides detailed reports on sector allocation, giving investors visibility into the sectors in which their investments are concentrated. Additionally, users can access scheme allocation reports, which offer insights into the specific mutual fund schemes they have invested in.
Transaction History and Order Types: Users can review their transaction history, including up to 10 past transactions. The app supports various order types, such as SIP, lump sum investments, switches between funds, redemptions, Systematic Transfer Plans (STP), and Systematic Withdrawal Plans (SWP).
Scheme Performance and Fact Sheet Access: The app provides access to scheme performance data and Fact Sheets for the mutual funds. This feature allows investors to evaluate the historical performance of funds and make informed investment decisions.
Investment Planning and Goal Tracking: Users can plan their investments and align them with specific financial goals. This feature helps investors track their progress toward their goals and make adjustments as needed.
Financial Tools: The app includes different financial calculators to assist investors in various aspects of their investment journey. These tools can help with calculations related to investment returns, tax planning, goal planning, and more.
Safe and Secure Transactions: The app ensures secure transactions through 256-bit encryption, providing users with confidence in their investment activities.
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