Avendus Wealth vs Wealthverse

Avendus Wealth Management is a leading financial services firm offering bespoke investment solutions across asset classes, family offices, and lending. We understand the complex financial needs of UHNIs, family-owned businesses, entrepreneurs, and corporate treasuries. At Avendus Wealth Management we offer them unique products and state-of-the-art services with superior execution, robust investment policy framework, and rigorous diligence. We add a strong emphasis on picking future winners. With this, we leverage our resources and industry-wide network to craft optimal wealth management and advisory solutions to help our clients achieve their financial and strategic goals. Monitor your investments and portfolio, stay updated with a wide range of research-driven insights from an expert’s, in-depth and analysis and much more all on the go! Key Features of the Avendus Wealth Management App: Deep Portfolio Analytics - Portfolio Performance - Asset Allocation Insights Innovative Products - Comprehensive factsheets that help align investment opportunities Informative Dashboard - Dynamic dashboard with actively updated portfolio analytics - A briefly curated summarisation of all entity portfolios - A detailed summary of investment and portfolio allocation Intuitive User Experience - Simplistic flow that takes you through your investments - Easy navigation to detailed information across multiple asset classes - Structured data for easy understanding and analysis Insights & Research - Avendus Eye: - Research-driven insights which help you stay ahead of the curve - Trend- setting market insights from experts Gain actionable insights and grow exponentially with Avendus Wealth Management App.

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.