Pine Wealth vs LevUp

Pine 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

Your portfolio deserves more than a gut feeling. LevUp gives you a complete, data-driven review of your Mutual Fund portfolio — so you know exactly what’s working, what’s not, and what to do next. How it works: • Connect securely via MF Central to fetch your holdings • Get an instant portfolio review with actionable insights • See exactly where your portfolio needs attention. What your portfolio review delivers: • Market Cap Mix – See your Large, Mid, and Small Cap distribution and compare it with Nifty 500 benchmarks • Sector Concentration – Identify if you’re overexposed to any single sector • Diversification Score – Understand how diversified your portfolio is compared to peers • Category Allocation – Analyze your Equity, Debt, and Hybrid split • Portfolio Insights – AI-powered observations with actionable recommendations • Market Weather Score – A daily score (0–100) measuring overall market health Why investors trust LevUp: • AMFI & APMI Registered • No behavioural biases — pure data-driven analysis • Built with industry experts from India’s leading private banks • Your data is 100% secure. Get started: Set up a call with us to get a complete understanding of our strategies and portfolio analysis services.