North Berkeley Wealth vs Sinhasi Wealth

This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current investment information. • Document vault for securely viewing files from your financial advisor. • And more!

Track & manage your wealth anytime, anywhere - exclusively for Sinhasi clients. Sinhasi Wealth is a comprehensive portfolio tracking and wealth management application designed exclusively for Sinhasi clients. Built to offer clarity, control, and convenience, the app brings your entire financial world into one secure and intuitive platform — accessible 24x7. Whether you want to review your investments, track progress towards your goals, or access important financial documents, Sinhasi Wealth provides a seamless and transparent digital experience aligned with Sinhasi’s disciplined wealth management approach. Key Features • Portfolio Valuation & Summary Get an instant, consolidated view of your net worth across all your investments. • Detailed Asset Allocation Understand your portfolio composition across asset classes to ensure balanced and aligned investing. • Transaction & Capital Gain Reports Access all your buy/sell transactions, capital gains, dividend statements, and profit & loss summaries — anytime. • Portfolio Performance & Rebalancing Monitor how your portfolio is performing and receive insights for timely rebalancing. • Portfolio Snapshot & Investment Journey Track how your wealth has grown over time with intuitive charts and timelines. • SIP Tracker Stay on top of your systematic investments with real-time tracking. • Goal Planner Plan, monitor, and update your financial goals with ease. • Insurance Policies View and manage your insurance portfolio in one place. • Document Vault Securely store and access your financial documents whenever you need them. • 24×7 Access Your financial world — available around the clock, wherever you are.