Flourish Wealth vs Elevay Wealth

The Flourish Wealth Management mobile app will help you keep all of your financial information at your fingertips while at home or on the go. You can view real-time account information including your investment holdings, performance, Flourish quarterly statements, and financial planning tools. If you haven’t setup online client portal access, or do not remember your login information, please reach out to your team at info@flourishwm.com. Flourish Wealth Management is an independent, fee-only, wealth management firm that provides hands-on expertise focused solely on the best interest of our clients. With a proactive approach to comprehensive planning and highly personal relationships we foster confidence and trust and provide our clients with tools to Flourish! Learn more about Flourish at: flourishwealthmanagement.com

Take control of your wealth monitoring. Track, visualize, and organize your assets seamlessly with the Elevay Wealth app. Elevay Wealth simplifies mutual fund portfolio oversight, putting automated tracking tools right into your hands. Powered by Elevay Fin-Tech Services Private Limited—an AMFI-registered corporate mutual fund distributor—our platform provides an intuitive, clutter-free digital dashboard for savvy investors. Whether you want to monitor your automated Systematic Investment Plans (SIPs) or aggregate legacy investments across multiple fund houses, Elevay Wealth ensures your asset metrics are clear, transparent, and actionable. Key Features Built for Investors: 1. Consolidated SIPs & Folios Dashboard Monitor your active Systematic Investment Plans (SIPs) and view fragmented mutual fund folios across AMCs in a single centralized space. 2. Goal-Based Tracking Tools Map your long-term and short-term life milestones—such as retirement planning or educational funds—and track your mutual fund allocations against them. 3. Risk Profiling Evaluation Complete an interactive risk tolerance assessment to understand your personal investment style and match your milestones to appropriate asset classes. 4. Comprehensive Portfolio Performance Insights Access detailed, automated performance charts on demand. Review annualized returns, absolute gains, and your split across equity, hybrid, or fixed income. 5. Integrated Dividend Tracking Track your incoming cash flows effortlessly. Review history logs of distributions declared across your active portfolio holdings. Explore a secure dashboard ecosystem designed to give you clarity over your mutual fund investments. Download Elevay Wealth today to streamline your portfolio tracking and experience institutional-grade data transparency at your fingertips. Corporate Disclosures & Disclaimers: Elevay Wealth is a commercial brand and proprietary technology platform operated by Elevay Fin-Tech Services Private Limited. • AMFI Corporate Registration Number: ARN-361608. • Primary Category of Registration: Corporate Mutual Fund Distributor. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance of any mutual fund scheme does not guarantee or indicate future returns.