PeakPlanner – Track your money

India's #1 Financial Planner

Downloads
Revenue

Description

No more going online to the PeakAlpha website to track your finances, mutual fund investments, net worth, assets and liabilities, performance and action recommendations with this app from PeakAlpha, India's #1 Financial Planners.
PeakPlanner brings your personal financial dashboard to your fingertips, with an intuitive, easy-to-use interface and effortless navigation to track investments, print reports, schedule meetings and review and approve recommendations. Packed with practical, user-friendly features.
· View details of different assets including mutual funds, insurance, foreign exchange, real estate and liabilities.
· Check the current value of your mutual funds portfolio, including realized and total gains,
· Monitor performance for specific funds or for the entire portfolio.
· View your ongoing Systematic Investment Plans (SIPs).
· Check details of your scheduled 1-on-1 financial review sessions such as date, time, mode of review, session number.
· View and print the latest financial planning report from your personal financial advisor, or review past reports.
· Evaluate and take decisions of recommendations from your financial advisor. Clicking ‘Approve’ triggers an email notification to your execution team.
· Check status of actions on recommendations from earlier review sessions.
· Review your service requests and their status, as well as your pending action to-dos.
· Read financial articles and blogs relevant to you
· Contact anyone at PeakAlpha, including your personal financial advisor, scheduling team or execution team.
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PeakPlanner FAQ

  • Is PeakPlanner free?

    Yes, PeakPlanner is completely free and it doesn't have any in-app purchases or subscriptions.

  • Is PeakPlanner legit?

    Not enough reviews to make a reliable assessment. The app needs more user feedback.

    Thanks for the vote

  • How much does PeakPlanner cost?

    PeakPlanner is free.

  • What is PeakPlanner revenue?

    To get estimated revenue of PeakPlanner app and other AppStore insights you can sign up to AppTail Mobile Analytics Platform.

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Peak Financial
Money Tracker Infinite
Because money matters

PeakPlanner Installs

Last 30 days

PeakPlanner Revenue

Last 30 days

PeakPlanner Revenue and Downloads

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