5nance vs Finpeg

About this App *Join India’s leading Performance Driven Wealth Management Platform, which offers AI Based advisory solutions to growing users on 5nance. With the 5nance app, you can start investing in mutual funds, the stock market, and Global Indices. Also, plan your finances effectively while protecting your family with insurance.* 5nance app is a one-stop solution to meet all your financial needs. We help you meet your investment goals seamlessly by catering to you with our AI-driven investment products, whose performance exceeds that of each and every indices in the last three years. We are a proud bearer of a prestigious award for the Best Use of DevOps Technology 2022 in FinTech. This achievement is a testament to our team’s hard work and dedication, who has consistently provided top-quality services to our clients. An AI-Backed investment science awaits you with the robust power of Artificial Intelligence to transform your investing experience. All-Rounder - An AI-powered multi-asset portfolio platform. An AI-based investment advisory platform to help you make wise investment choices backed by data-driven decisions. Features: Delivered optimum returns over the past three years. Preserves your capital in volatile markets. Rebalancing your portfolio to optimize returns. The stocks are selected after rigorous screening backed by AI, market trends research, and historical performance data analysis. All-Rounder harnesses the power of AI to create a customized portfolio consisting of multiple assets such as equity, Gold, Global indices, and more. With timely Rebalancing, All-Rounder helps you protect the invested capital and optimize returns on investment. Algrow - AI-Backed Mutual Fund advisory platform. Features: Delivered optimum returns over the past three years. Capital Preservation in volatile markets. Algrow Switch to enable allocating funds to optimize your returns. Among 26 AMCs offering hassle-free SIPs, the Top 12 AMCs are mentioned below. Aditya Birla Sun Life Mutual Fund HDFC Mutual Fund IDFC Mutual Fund Nippon India Mutual Fund Axis Mutual Fund Franklin Templeton Mutual Fund Indiabulls Mutual Fund LIC Mutual fund Canara Robeco Mutual Fund SBI Mutual Fund ICICI Prudential Mutual Fund Tata Mutual Fund Finscore - An online financial health assessment platform to help you manage your finances in alignment with your long-term goals. Features: Analyze 15 parameters to assess your financial health. Helps you with areas of financial improvement. Expert guidance to get a customized financial plan. We provide online financial planning services through our premium offering FinPlan. It helps to plan your finances effectively by keeping your long-term goals in alignment. Insurance 5nance is also a premium insurance provider. Protect yourself and your family from unforeseen circumstances and tragedies. Get yourself insured with one of our many insurance policies with affordable premiums. Whether it is a critical illness that strikes you at an unsaid hour, responding to a health emergency, a mishap, or an accident that brings down your morale, our various insurances have got you covered. Insurance providers: • HDFC Life • Bajaj Allianz • Aditya Birla Capital and many more. Transform your financial future with 5nance. Don’t let the stroke of luck define your financial trajectory. Let our AI help you make informed choices and identify opportunities to optimise your returns on investments.

finpeg is a mutual fund research and investing companion built for Indian investors who want institutional-grade tools, backed by the guidance of a real, dedicated Relationship Manager (RM) when it's time to act. Unlike self-execute trading apps that hand you a "buy" button and leave you on your own, finpeg gives you powerful research and planning tools to build genuine conviction. When you're ready, you invest through your own RM/advisor -- someone who knows your goals and helps you follow through with confidence. RESEARCH & ANALYSIS TOOLS (Tools tab) Super Screener Screen mutual funds across 400+ fundamental and technical metrics. Build custom filters on returns, risk, ratios, holdings and more to shortlist funds that truly match your criteria. Strategy Builder Design rule-based, multi-fund strategies and backtest them bias-free against historical data. Paper trade a strategy first to see how it would have performed before you commit. Factor Model Weight funds by value, momentum, quality and other established factors to build a portfolio aligned with your own investing philosophy. MagicBoard Quickly filter funds by category and benchmark to narrow a universe of options in seconds. Alpha Analysis Calculate alpha, beta and R-squared for any fund against any benchmark over a custom date range -- see how much of a fund's return is skill versus market exposure. Compare Funds Put funds side by side across the metrics that matter, so choosing between two "good" options gets easy. Calculators SIP, Lumpsum, SWP and rolling-returns calculators to model outcomes before you plan your next move. YOUR PORTFOLIO, ALL IN ONE PLACE Get a consolidated view of everything you hold -- total value, XIRR, and day/total gain in one screen. Drill into holdings, asset allocation and complete transaction history. Download a portfolio report as a PDF whenever you need one, and view your holdings mapped to your financial goals. STAY ON TOP OF THE MARKET •⁠ ⁠Watchlist: track funds you're interested in before you act •⁠ ⁠Global search: find any fund instantly •⁠ ⁠Home dashboard: your portfolio snapshot alongside a markets overview -- Nifty 50, Nifty Bank, sectoral indices and more •⁠ ⁠A clean, modern interface with full dark mode and light mode support HOW INVESTING WORKS ON FINPEG finpeg is built for research, screening and planning -- it is not a self-execute trading app. There's no in-app order placement or ETF trading. Instead, you use finpeg's tools to do the analysis, then invest through your own dedicated Relationship Manager or advisor, who handles execution and brings human judgment and accountability to the moment that matters most. WHO IT'S FOR finpeg is built for retail investors in India who want data-driven, institutional-grade mutual fund research -- the kind of screening, backtesting and factor analysis usually reserved for professionals -- while still investing through a trusted human advisor rather than going fully self-directed. Download finpeg to research deeply, plan with confidence, and invest through an RM you trust.