IIFL Wealth LT vs Vivekam

LTFS Wealth displays the complete investment details of the client along with the Market Value, Total Returns and XIRR %. The client shall able to directly call, text, or chat with the respective RM with the features provided in the ‘Profile’ section. RMs can able to track the client’s portfolio asset-class wise and view top 10 client’s AUM. Option to search and view any specific client’s AUM is available. Features, to look the detailed client’s portfolio and to communicate with client, are also provided.

Vivekam is a SEBI Registered Investment Advisor. Grow your wealth with our automated Stock, Mutual Fund, Portfolio and Fixed Income products. The core principle of Vivekam is to load one’s portfolio with quality stocks based on hard numbers and not on gut feelings about future themes. We offer custom, unbiased investment products for every type of investor. Vivekam is integrated with more than 18 National Stock Brokers and counting. Our simple process enables Investors to take Investment advisory from us and execute transactions through their existing brokerage accounts all through the app itself. Access a host of services to understand fundamentals of each and every stock, fair values of each stock and expected price ranges as well. Our Mutual Fund and Portfolio Services allow investors to assess their portfolio and make necessary changes to ensure your portfolio is poised for success. We ensure each portfolio has only fundamentally growing stocks that are undervalued as well as having a total Portfolio P/E that is lesser than the Nifty P/E always!! Vivekam collects all relevant information, processes, tabulates and presents fair values for most stocks in India. Vivekam also short lists stocks that reported better working results in latest concluded trailing twelve-month period. Vivekam’s study of price behavior of 5000+ companies over 20 years (80 quarters), has proven that 87% of undervalued growth stocks appreciated by more than 10% in next three months.