InCred Wealth vs Wealthverse

InCred Wealth app lets you stay on top of your investment portfolio anytime, anywhere. Install the app and login with your Touch ID/Face ID or your Password with ease. Features: • View portfolio holdings across various asset class & access group/owner/account level portfolio details • Analyze portfolio performance across holdings v/s. relevant benchmarks • View Transaction details • View and Download various Portfolio and Performance reports along with Statements of Dividend/Interest/Capital Gain etc. Please contact your Wealth Manager or write to care@incredwealth.com for any queries. The use of this app is for the clients of InCred Wealth only.

With the Centrum Wealth Dashboard app, you can: * Stay on top of your portfolio and access portfolio at various levels * One view of current portfolio along with returns * Monitor performance include XIRR, across asset categories * Analyse your asset allocation and drill-don into sub-assets * Know your latest holdings with historical investments * Keep a check on your upcoming maturities * Know your tax implications across products on event of any sale/redemption * Download details of any corporate action If you are the head of family, you can view all of the above reports at a family level as well as a family member level. You also have the ability to filter reports at an account level, or for specific period. In addition, you have the ability to add a family manager, who can view the reports on your behalf.