Ticker Wealth Advisor vs PD Wealth

Ticker Wealth is a comprehensive & automated end-to-end business solution for IFA’s & corporate level MF distributors. It is completely outfitted with cutting edge reporting tools & advanced level of analysis to empower a distributor to grow their business and reach.We have created the Ticker Wealth Mobile App exclusively for the clients of IFA’s & MF distributors. This app lets the customers access their portfolio and see their investments anytime, anywhere.Key Features • MF Dashboard :- Birds eye view of your investment/portfolio • Recent Transactions :- Details of all your transactions • Summary : - Details of investments • No separate KYC required To access this application, you are requested to contact you IFA / MF distributor for login credentials. TickerWealth is completely secure and does not collect any information on your device or SIM card.

PD Wealth is one-stop shopping for all your Financial needs.You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets: Mutual Funds Equity Shares Bonds Fixed Deposits PMS Insurance Key Features: Complete Portfolio report download including all assets. View historical Performace of your Portfolio easily Easy login via your Google email id. Transaction statement of any period 1 Click Statement of Account Download for any Asset Management Company in India Advanced Capital Gain Reports Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency SIP Report to be informed of your Running and Upcoming SIPs, STPs. Insurance list to keep track of premiums to be paid. Folio details registered with each AMC. Calculators and Tools available: Retirement Calculator SIP Calculator SIP Delay Calculator SIP Step up Calculator Marriage Calculator EMI Calculator