Wealthverse vs BEEKAY ASSOCIATES

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.

BEEKAY ASSOCIATES is one-stop shopping for all your Financial 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 Performance of your Portfolio easily 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