FinPick vs PFWealth

Invest in Top Mutual Funds Online • Sign-up in minutes & complete one-time KYC (for Non-KYC Investors) on the app itself • Buy mutual funds in lumpsum or start SIP in few simple steps • Check multiple performance parameters of schems such as NAV, Fund Manager Name, Asset Size, Technical Ratios, etc. to select the most suitable scheme • Search from the world of more than 10000 mutual fund schemes, add as many schemes as you want in your cart or mark them in Wishlist before you decide to proceed • Select from the defined goals or create your own goal and link your investment to goals to achieve your different goals • Track the live performance of your invested scheme or how are you progressing towards achieving your goals by checking on your dashboard page. • Sell on single click of a button to get money back in few days Mutual Fund Investing to reach your Goals • Save tax by investing in top performing ELSS mutual funds • Plan and invest for your long term goals like retirement planning or children’s education or buying your dream home • Get better FD returns at low risk. Invest in short liquid schemes or Ultra short liquid schemes.

Investment Portfolio App for customers of PFWealth PFWealth is a state-of-the-art investment & insurance portfolio management App for customers with PFWealth App, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss. Here are some of the many features of the PFWealth App: A. Get a summary view of the current status of your investments across asset classes B. Get a summary view of the insurance cover of all members in your family C. Drill down to full detail D. View Upcoming portfolio events E. Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc. F. Buy / Redeem / Switch Mutual Funds online from any AMC G. Get best in the class MF advisory H. Raise a service ticket to your advisor I. Host of useful financial calculators to help you plan your short term and long-term financial goals. J. Digital Vault – access your important documents anytime from your Smartphone K. Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc. L. Track small saving investments like PPF, NSC, KVP, FD, RD etc. M. Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.