BOX Wealth Advisors vs Finalyca App

BOX Wealth Advisors 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

Finalyca's cutting-edge features and how it simplifies investment decision-making processes for investors, wealth managers, and family offices. As a quick recap, Finalyca offers comprehensive data on PMS, MF, ULIPS, and AIFs, sourced from our network of 300+ AMCs through personalized agreements. Our platform empowers users with intuitive analytics, streamlined portfolio management tools, and unique functionalities such as fund comparison, portfolio X-ray, and insightful overlap analysis.