Shivom Finvest vs Wealth Dashboard

Shivom Finvest 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

Wealth Dashboard is a simple and private way to keep track of your personal wealth. Instead of managing complicated spreadsheets or checking different accounts one by one, Wealth Dashboard gives you a clear overview of your assets in one place. KEY FEATURES • Wealth Overview See your total assets and overall wealth at a glance. • Asset Tracking Record savings, investments, and other assets with flexible categories. • Asset Structure Understand how your wealth is distributed across different asset categories. • Historical Records Keep track of changes to your assets over time. • Custom Categories Create and organize categories to match the way you manage your assets. • Personalization Choose from multiple theme colors to personalize your dashboard. • Backup & Restore Export and import your data when you need to create a backup or move your records. PRIVACY FIRST Your financial information is personal. Wealth Dashboard stores your asset data locally on your device and does not require an account. No ads. No tracking. No unnecessary complexity. Wealth Dashboard is designed for one purpose: helping you understand what you own and how your wealth is structured.