Helping Create Wealth Through Technology


Helping Create Wealth Through Technology

Currently the wealth management sector is facing unprecedented challenges due to the outbreak of the global pandemic. As the coronavirus spreads, wealth managers’ business continuity plans need to include more of digital tools and strategies. It is precisely in this crisis situation, where digital tools can make a valuable contribution. As technology continues to redefine how people plan and manage their wealth, many wealth management, broking companies and advisors are tapping into new digital tools and customise services to help them better connect with customers, provide more holistic financial plans and help with target prospecting in this pandemic time. 

Today, there are numerous ways technology can help you manage your money. Smartphones today play a major role in simplifying our daily finances. Be it visiting a bank, or applying for a loan, or even making an insurance claim, mobile apps have made our lives easier. The lockdown period has opened a new arena for traders & investors. Making calculations, taking that risk and maximising returns, all bundled up in their favourite trading platform through mobile app.

These five applications have helped investors to create wealth seamlessly.

  1. Motilal Oswal Trader App

The mobile trading app of Motilal Oswal offers multi asset trading at anytime and anywhere on smart phone or tablets. Customer can trade in equity, derivatives, commodities, and currencies and at same time can invest in IPO's and Mutual Funds. The trading is available at BSE, NSE and MCX. The feature rich mobile trading app offers all you need for trading & investment on your smart phone. The real time quotes, advance charts, portfolio management and monitoring and online fund transfer are few key features of MOSL Mobile Trading App. The Motilal Oswal Trading App is available for free of charge to all its online customers.

  1. Edelweiss Mobile Trader

Edelweiss Mobile Trader (EMT) is one of the highest-rated stock trading apps in the country, clocking over 1 million downloads . Edelweiss Wealth Management serving salaried professionals and HNIs, has seen a significant increase of 65% percent Y-O-Y in its user base in India for its mobile trading application Edelweiss Mobile Trader is now expanding its’ reach through the introduction of 3 key regional languages - Hindi, Gujarati and Tamil.  The mobile trading app offers best-in-class services to its clients.

  1. Dynami by Religare Broking:

The leading broker with an experience of quarter of a decade in stockbroking offers multiple options to a trader through multiple investment tools. Trading products range in  Equity, Derivatives,Commodity, Currency, Mutual Funds, NCDs/Bonds/Corporate FDs, Insurance,NPS and other E-Gov. Their mobile trading app ‘ Dynami’ is a free trading platform with zero account opening charges. The recently launched RELIGARE ONE account offers a unique bundled pricing plan offer for Religare Dynami mobile app users. The users are offered virtual RM services to handhold and on-board on Dynami Mobile app by introduction of app features in addition to tactical app notifications.

  1. StockNote by Samco Securities

The millennial generation which thrives on offers and discounts has got a trading platform also operating on flat fees beyond the order size. StockNote app, powered by Samco’s proprietary Giga Trading Engine, is one of India’s leading investing & trading app. The Giga Trading Engine within the StockNote app combines powerful computing and analytical technology to identify opportunities, trends, and patterns from the stock markets in real-time and present these as simple, filtered, and actionable ideas to end-users in form of feeds. This application is also optimised for reliability and order placement speed. Currently, the introduction of BTPT service (Buy today and Pay in Two Days)  and SIPs in StockBaskets allows a trader to increase the chances of leveraging more profit. Samco Securities is one of the leading discount brokers in India, serving 1,70,000+ happy clients with low-cost, state of the art trading and investment solutions.

  1. Kite by Zerodha

Zerodha, founded in 2010 by Nitin Kamath, is the biggest discount broker in India. It has over +1.5 million clients. Its mobile app ‘KITE’ has got over +1,000,000 download on the play store and rated 4 out of 5. Zerodha offers 0 brokerage and flat ?20 for F&O trading. It has Biometric (fingerprint and Face ID – iOS) 2FA for seamless logins. They have also introduced the newly trending dark mode on their application. The App provides exclusive access to level 3 data or 20 market depths. Level 3 data gives you deeper insights into market liquidity and allows you to develop sophisticated intraday trading strategies.