Peri® vs Wealth Tracker

Peri is a web and app-based expense management platform that can be used to punch in all official expenses, including expenses incurred for official trips. Peri enables users to quickly review their organization’s xpense policy and helps them stay within their allocated allowances thus helping businesses to optimize costs by bringing more visibility and control into corporate spending. Key Features: · EXPENSE MANAGEMENT: Enables users to submit expenses in different currencies and expense categories by uploading bills and receipts · EXPENSE POLICY MANAGEMENT: Aids in defining expense category-wise budgets, setting base currencies, and assign them to the appropriate user levels · APPROVAL WORKFLOW MANAGEMENT: Optimizes department wise workflows related to expense approval and reimbursement · TRIP REQUEST MANAGEMENT: Streamlines the process of raising travel requests, approval of such requests, and the disbursement of advances whenever necessary · INTELLIGENT BUSINESS DASHBOARDS: Creates user-friendly graphical and tabular reports status by month, Expense Summary by category, and Report summary by status · ACCESSIBLE ONLINE OR THROUGH APP: Employees can access PERI from anywhere and at any time using any internet-enabled device or by downloading the PERI app

Wealth Tracker — Your Smart Mutual Fund Companion Managing mutual fund investments shouldn’t be complicated. Whether you’re just starting your investing journey or already building wealth, Wealth Tracker is your intelligent, secure, and hassle-free way to stay on top of your mutual fund portfolio. This app is designed with transparency in mind giving you a clear picture of where your money is, how it’s growing, and what actions you can take to make your investments work smarter — not just harder. Get your portfolio reviewed in just under 7 minutes. What You Can Do with Wealth Tracker: • Track All Mutual Funds in One Place Link your existing folios from any AMC or platform. Get a consolidated view of your mutual fund holdings — across direct and regular plans. • Real-Time Portfolio Insights See how your investments are performing with dynamic, easy-to-understand reports. Track returns, asset allocation, fund categories, and more — in real-time. • X-Ray Your Portfolio Identify over-diversification, hidden overlaps, and concentration risks. Our advanced analytics help you take more informed decisions . • Download Capital Gains Report Generate and download your capital gains report directly from the app for easy tax filing and financial tracking — hassle-free and ready when you need it. • Smart Notifications Get alerts when action is needed — from portfolio rebalancing suggestions to key updates on your funds. No spam, just what matters. • 100% Secure & Privacy-First Your data stays encrypted and secure. We use bank-grade security and never sell or misuse your information. Why Choose Investza Wealth Tracker? ->Made for Mutual Fund Investors: Not cluttered with stocks, FDs, or insurance. 100% focused on mutual fund tracking and optimization. ->No Ads, No Noise: A clean, distraction-free interface built for clarity and simplicity. ->Expert-Grade Insights: Simplified: You don’t need to be a financial expert. We make complex investment analytics accessible and actionable. Your Data is Safe with Investza We use industry-standard encryption, follow SEBI-compliant practices, and never compromise on user privacy. Your information is never shared without your consent. Start making better mutual fund decisions today. Download Wealth Tracker and take control of your investments. Investza Wealth Tracker App is a Mutual Fund Portfolio Review tool offered by Investza Capital, an AMFI registered mutual fund distributor with ARN - 154125. Mutual Fund Investments are subject to market risk, please read all scheme-related documents carefully before investing.