PRESCIENT vs 3i Wealth

PRESCIENT is one-stop shopping for all your Wealth Management 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

3i Wealth is a state of the art investment portfolio management app that empowers you to invest online in top-performing mutual funds, track and manage your investment portfolio, map your investments with your life’s goals. With 3i Wealth, you get detailed views of your portfolio which will not only keep you abreast about its latest status, but also help you in understanding and taking decisions on Asset allocation, Investments, and Re-balancing of the portfolio. Key Features of 3i Wealth: - Easy Portfolio Manager - Get a summary view of your investments across asset classes. - Drill down – You can deep dive in the reports to full details. - Year-end Reports – Get all the reports required for accounting, auditing, and taxation perspective. Transaction report, dividend and interest summary and capital gain report. - Research - Invest in well researched Mutual Fund schemes. - Paper-less Investments – We offer a paperless process of investment. Buy, Redeem, Switch Mutual Funds online in a seamless manner across all Mutual Funds. It takes a few seconds to register a SIP or Purchase an ELSS. - Goal Tracker - Give purpose to your investments, you can map all your investments with the goal like child education, marriage, or retirement. - Financial Calculators - Host of useful financial calculators to help you plan your short term and long-term financial goals. - Digital Vault – access your important documents anytime from your Smartphone.