WealthVault vs AM TREE FINVEST

WealthVault is one-stop shopping for all your investment 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

Introducing AM TREE FINVEST - Your Gateway to Financial Empowerment! Unlock the power of seamless financial management with AM TREE FINVEST AM TREE FINVEST mobile app is your ultimate tool for navigating the complex world of investments, right from the palm of your hand. With just a tap, AM TREE FINVEST brings together your entire financial universe, allowing you and your clients to effortlessly monitor investments across Mutual Funds, Fixed Deposits, Insurance, and over 20 other products. Gain real-time insights, track performance, and stay informed on-the-go. Experience the convenience of a consolidated family view, multi-asset analysis, heldaway insights, and multi-portfolio reporting - all within a single app. Say goodbye to complexity and hello to simplicity with AM TREE FINVEST Your financial freedom starts here!