WealthVault vs Nextvestment

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

Investing gets easier when you actually understand what's happening. Nextvestment gives you personalised, AI-powered insights into your portfolio and the markets — in plain language, any time. Whether you're exploring your first investment or managing a growing portfolio, Nextvestment helps you understand your investments, act on opportunities, and stay on top of your financial goals. No jargon. No disclaimers. No minimum balance required. ALWAYS KNOW WHERE YOU STAND · Ask any investment question — get a clear answer, not a disclaimer · Understand your portfolio: what's in it, why it moves, what it means · Market updates decoded in plain language, before you need to act · Personalised to your goals, your holdings, and your risk appetite · Track performance with clear, actionable breakdowns · When it matters most, connect directly with a qualified advisor WHETHER YOU'RE JUST STARTING OUT OR BUILDING ON WHAT YOU HAVE Most investing apps give you data. Nextvestment gives you understanding. Ask about a stock you're watching, a market move you don't follow, or a decision you're not sure about — and get a response that actually explains the thinking behind it. The more you use it, the sharper your instincts become. TRUSTED BY INSTITUTIONS. BUILT FOR EVERYONE. Trusted by leading financial institutions across Asia. Named one of the 2025 WealthTech100 Most Innovative Companies. Download Nextvestment and start investing with the confidence of someone who always knows where they stand.