LGT India vs Wealthverse

LGT India puts sophisticated wealth management at your fingertips. As a client of LGT Wealth India, backed by the legacy of the LGT Group, you gain exclusive access to a comprehensive digital wealth management experience. Key features: 1) Real-time portfolio analytics with detailed performance insights 2) Comprehensive investment statements and customized reports 3) In-depth holdings analysis across asset classes 4) Complete transaction history and documentation 5) Secure, 24/7 access to your wealth information Experience the power of institutional-grade portfolio management tools with an intuitive interface. Stay informed, make better decisions, and manage your wealth with confidence—exclusively for our private clients.

With the Centrum Wealth Dashboard app, you can: * Stay on top of your portfolio and access portfolio at various levels * One view of current portfolio along with returns * Monitor performance include XIRR, across asset categories * Analyse your asset allocation and drill-don into sub-assets * Know your latest holdings with historical investments * Keep a check on your upcoming maturities * Know your tax implications across products on event of any sale/redemption * Download details of any corporate action If you are the head of family, you can view all of the above reports at a family level as well as a family member level. You also have the ability to filter reports at an account level, or for specific period. In addition, you have the ability to add a family manager, who can view the reports on your behalf.