5nance vs Creso Partner

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.

Creso’s Partner App brings everything you need to manage clients, research funds, and grow your mutual fund business - all in one place. Grow Your Business • Get a real-time view of your AUM, SIP book, and overall business summary. • Monitor recent orders and upcoming orders with ease. • Add your branding for visibility across client app, reports and all other touch points. • Track all your action-items and share marketing posters with just a few clicks. Manage Every Client, Effortlessly • Onboard clients digitally and activate their accounts within minutes. • View each client’s portfolio, holdings, and active SIPs in one view. • Download and share holdings, capital gains and other reports instantly with clients. • Use remarks to add client-specific notes and updates. Execute Transactions Seamlessly • Create SIP, lump sum, or redemption transactions for any client. • Add multiple order types in a single cart with one-click checkout experience. • Set up and manage mandates directly from the app. Research Made Simple • Explore mutual funds with live NAVs, detailed analytics, factsheets, and category insights. • Check fund performance trends, asset allocation, and top holdings. Built for the modern advisor - fast, intuitive, and always connected. Your business. Your brand. Your growth. Coming Soon • STP, SWP, and Switch transactions • Goals and Proposals • Client activity notifications