Axis Managed Accounts vs Kongruent Wealth

Axis Securities - Investment Advisory We are a part of the lineage of Axis Group and a proud subsidiary of Axis Bank – India’s 3rd largest private sector bank and the choice of more than 20 million clients. Our premium Investment Advisory services offer bespoke wealth propositions attuned to your near-term and long-term investment vision. Power of One At Axis Securities, we marry the bespoke services of Investment Advisory with the power and stability of the leading Axis Group. Managed by a team of seasoned research experts, we work with a holistic vision of providing a comprehensive understanding of your existing portfolio and risk metrics for crafting winning strategies to further your valued goals. At the heart of all this is your trusted Portfolio Advisor, an unbiased expert, attuned to your needs. That’s the power of one. And we invite you to experience it! Universe of Investment Experience the universe of investment solutions spanning equity, mutual funds, alternative investments, PMS, index funds / ETFs, bonds, structured products et al, combined with advanced investment research, in-house expertise using think-tank approach and seamless tools. Enjoy the flexibility of staying on top of your investments even on the go! Through our advanced digital platforms, get customized dashboards and reports with an in-depth view of your portfolio, current market value; short-term & long-term capital gains and many such advanced insights, anytime, anywhere. How it Works? Sign up - Your dedicated Portfolio Advisor, a seasoned unbiased market expert with rich experience, investment acumen and sharp insights, will assist you with account opening journey. Portfolio Creation - Your Portfolio Advisor will be closely working with you to understand your present and future wealth needs and design a portfolio with suggested allocations and strategy. Investment Allocation - Your fund remains in your bank account until the time you decide to have it allocated for investments. Basis your expressed consent on the shared recommendations, will your funds be considered. Portfolio Monitoring & Rebalancing - Your Portfolio Advisor tracks your portfolio on a periodic basis and helps you rebalance accordingly. This involves an in-depth understanding of our risk profile to carefully evaluate the universe of products and handpick the unique investment ideas for your wealth needs How to get started Existing customers can download the app and start investing. If you are not an Axis Direct customer, please Open an Account. To Know more, visit us at Axis Direct Follow us on: Facebook: axisdirect/ | Twitter: AxisDirect_In |Linkedin: Axis-Securities-Limited| Youtube: Axis Direct

Kongruent 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