3i Wealth vs TruNeevesh

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.

TruNeevesh – One App to Track All Your Investments. TruNeevesh is your smart, secure investment tracking app, built to simplify how you view and manage your entire financial portfolio. Track everything in one place: Mutual Funds, NPS, PMS, Bonds, SGBs, Fixed Deposits, IPOs, LAS (Loan Against Securities), and custom assets like real estate or PPF. Whether you're investing for yourself, your family, or managing assets from abroad—TruNeevesh helps you stay informed and in control. Key Features: • All-in-One Investment Dashboard Track Mutual Funds, PMS, NPS, Bonds, FDs, SGBs, and manually added assets in a single, clean view. • Track Your Financial Goals Set and monitor life goals like retirement, education, home buying, and more—linked to your investments. • Instant Portfolio Reports Generate portfolio summaries, capital gains, XIRR, asset allocation reports and performance insights on demand. • Live IPO Tracking & Apply Stay updated with ongoing IPOs and apply through integrated platforms with ease. • Loan Against Securities (LAS) Access liquidity by exploring LAS options without redeeming your investments. • Smart Reminders & Notifications Never miss a SIP, maturity, or renewal with timely in-app alerts and updates. • Family Portfolio Tracking View and manage investments for all family members under one login. • Secure Document Vault Store investment documents, reports, and proofs safely in your personal vault. • Enterprise-Grade Data Security Your data is encrypted and protected with robust security protocols. • Backed by 35+ years of financial expertise • Trusted by clients across the world • Built for individuals, families, and NRIs Download TruNeevesh app today and take charge of your financial future: organized, goal-driven, and stress-free.