Finpeg vs ProAffluence

finpeg is a mutual fund research and investing companion built for Indian investors who want institutional-grade tools, backed by the guidance of a real, dedicated Relationship Manager (RM) when it's time to act. Unlike self-execute trading apps that hand you a "buy" button and leave you on your own, finpeg gives you powerful research and planning tools to build genuine conviction. When you're ready, you invest through your own RM/advisor -- someone who knows your goals and helps you follow through with confidence. RESEARCH & ANALYSIS TOOLS (Tools tab) Super Screener Screen mutual funds across 400+ fundamental and technical metrics. Build custom filters on returns, risk, ratios, holdings and more to shortlist funds that truly match your criteria. Strategy Builder Design rule-based, multi-fund strategies and backtest them bias-free against historical data. Paper trade a strategy first to see how it would have performed before you commit. Factor Model Weight funds by value, momentum, quality and other established factors to build a portfolio aligned with your own investing philosophy. MagicBoard Quickly filter funds by category and benchmark to narrow a universe of options in seconds. Alpha Analysis Calculate alpha, beta and R-squared for any fund against any benchmark over a custom date range -- see how much of a fund's return is skill versus market exposure. Compare Funds Put funds side by side across the metrics that matter, so choosing between two "good" options gets easy. Calculators SIP, Lumpsum, SWP and rolling-returns calculators to model outcomes before you plan your next move. YOUR PORTFOLIO, ALL IN ONE PLACE Get a consolidated view of everything you hold -- total value, XIRR, and day/total gain in one screen. Drill into holdings, asset allocation and complete transaction history. Download a portfolio report as a PDF whenever you need one, and view your holdings mapped to your financial goals. STAY ON TOP OF THE MARKET •⁠ ⁠Watchlist: track funds you're interested in before you act •⁠ ⁠Global search: find any fund instantly •⁠ ⁠Home dashboard: your portfolio snapshot alongside a markets overview -- Nifty 50, Nifty Bank, sectoral indices and more •⁠ ⁠A clean, modern interface with full dark mode and light mode support HOW INVESTING WORKS ON FINPEG finpeg is built for research, screening and planning -- it is not a self-execute trading app. There's no in-app order placement or ETF trading. Instead, you use finpeg's tools to do the analysis, then invest through your own dedicated Relationship Manager or advisor, who handles execution and brings human judgment and accountability to the moment that matters most. WHO IT'S FOR finpeg is built for retail investors in India who want data-driven, institutional-grade mutual fund research -- the kind of screening, backtesting and factor analysis usually reserved for professionals -- while still investing through a trusted human advisor rather than going fully self-directed. Download finpeg to research deeply, plan with confidence, and invest through an RM you trust.

My Planner is an all-in-one personal finance app that simplifies mutual fund management. With an amazing user interface and interactive features, you can seamlessly manage your mutual fund portfolio, view all transactions and SIPs, search for various baskets and compare different mutual funds, and check their factsheets. The online investment account creation process is simplified to just 5 minutes, and you can complete the whole transaction journey within the app without having to authenticate the transaction from email. Additionally, mandate authentication can also be completed within the app and can be activated within 2 minutes. With My Planner, you'll be able to get better organised in personal finance and ensure your mutual fund investments are on track.