Jain Privy Client Desk vs Fincode

Jain Privy Client Desk help clients to track their family mutual funds, PMS and AIF investment details. After successful login, the Welcome screen displays the ‘Dashboard’ where client can view the Consolidated investment report of their family. Upon Clicking on members name, client can track the individual investment performance of the member. App has other report options from where client can track their year wise investment details, SIP/STP/SWP detail etc. Note: To access this application you must use your registered Login Id and Password of Jain Privy Client Desk. If one does not have the same, then one can contact their respective advisor or Backoffice Team.

Fincode analyses your mutual fund portfolio and tells you exactly why it's underperforming — and what to do about it. Most investors don't know if their funds are actually good. Fincode gives you a clear, honest diagnosis in minutes. HOW IT WORKS - Enter your PAN number - Connect your Gmail (read-only access) - Fincode finds your CAS statement automatically - Every fund is rated: On Track, In Form, Out of Form, or Off Track - You get a plain-English explanation for each rating WHY FINCODE - No jargon — just clear ratings and reasons - Built by SEBI-registered mutual fund advisors - Read-only Gmail access — no emails stored - Free portfolio analysis Fincode is built by Fincode Advisory Services.