WealthIndia 3.1.0

View and analyze your portfolio with Barclays India Private Clients – anytime, anywhere.

HOW TO REGISTER

-You need a Barclays India Private Clients Investment account.
-Please contact your relationship manager or service manager and they will assist with your registration. They will provide you a unique activation code once you’ve submitted your application form.
-Download the app and set a personalized 5-digit Login PIN of your choice.
-Enter the details you’re asked for on the screen, including your activation code.
-You will immediately receive a mobile-verification code (OTP). Once you enter this, the registration process gets completed and you can view and analyze your investment portfolio.

BENEFITS

- View portfolio summary, allocation, performance, and fund flow by simply swiping left or right on the screen.
- Tap to choose the time period over which you want to review your portfolio’s performance
- Compare your asset allocation with your target and your performance with the benchmark
- Aggregate one or more of your accounts for your portfolio analysis
- Break your portfolio down into components, for easy measurement of performance
- Use the simple graphical interface to zoom into your components’ performance and fund flow
- Analyze how different components have moved over time
- View underlying holdings within mutual fund schemes