Vete Associates Advisor Desk vs Elevay Wealth

Vete Associates Advisor Desk empowers their Advisor or Channel Partners to manage their client mutual fund investments anytime, anywhere. After successful login, the Welcome screen displays the ‘Dashboard’ where he can view summary of his MIS, client current valuation, returns earned etc. There are various other sections where he can view client complete investment performance and also raise the transaction for their clients, He can view their business MIS like Month Wise SIP summary, his KRA ,month wise AUM summary etc . Note: To access this application you must use your registered Login Id and Password for Vete Associates Advisor Desk. If you don’t have the same, then you can contact Vete Associates Backoffice team directly for enrolment process or register from the app and as per users entered details ,Backoffice team complete all legal formalities and provide you the login credentials for the app.

Take control of your wealth monitoring. Track, visualize, and organize your assets seamlessly with the Elevay Wealth app. Elevay Wealth simplifies mutual fund portfolio oversight, putting automated tracking tools right into your hands. Powered by Elevay Fin-Tech Services Private Limited—an AMFI-registered corporate mutual fund distributor—our platform provides an intuitive, clutter-free digital dashboard for savvy investors. Whether you want to monitor your automated Systematic Investment Plans (SIPs) or aggregate legacy investments across multiple fund houses, Elevay Wealth ensures your asset metrics are clear, transparent, and actionable. Key Features Built for Investors: 1. Consolidated SIPs & Folios Dashboard Monitor your active Systematic Investment Plans (SIPs) and view fragmented mutual fund folios across AMCs in a single centralized space. 2. Goal-Based Tracking Tools Map your long-term and short-term life milestones—such as retirement planning or educational funds—and track your mutual fund allocations against them. 3. Risk Profiling Evaluation Complete an interactive risk tolerance assessment to understand your personal investment style and match your milestones to appropriate asset classes. 4. Comprehensive Portfolio Performance Insights Access detailed, automated performance charts on demand. Review annualized returns, absolute gains, and your split across equity, hybrid, or fixed income. 5. Integrated Dividend Tracking Track your incoming cash flows effortlessly. Review history logs of distributions declared across your active portfolio holdings. Explore a secure dashboard ecosystem designed to give you clarity over your mutual fund investments. Download Elevay Wealth today to streamline your portfolio tracking and experience institutional-grade data transparency at your fingertips. Corporate Disclosures & Disclaimers: Elevay Wealth is a commercial brand and proprietary technology platform operated by Elevay Fin-Tech Services Private Limited. • AMFI Corporate Registration Number: ARN-361608. • Primary Category of Registration: Corporate Mutual Fund Distributor. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance of any mutual fund scheme does not guarantee or indicate future returns.