Cambridge Wealth vs Fincode

"Still managing all your investments the old way? Well, look no further. Cambridge Wealth brings not only the ease of tracking and managing your portfolio all at one place, but also give you real time insights and support on your portfolio, whenever you need it. Our expert Counsellor have more than 2 decades of experience in managing wealth for some of the most prestigious investors around the globe.Recognising the need for a Family Management Platform in India, our synchronised investment, legal and fiduciary recommendations, are tailored to meet your specific needs. Real time insights: - Upload a record of your existing investments and get instant review and rebalancing recommendations on your portfolio - Real-time insights & analytics on your portfolio to mitigate unknown risks in the future - Product Recommendations based on your risk appetite and investment actions. Investment Counsellor support : - Dedicated investment Counsellor to guide and recommend solutions tailored to your financial needs - Schedule an online or in person meeting with your counsellor at any point of time . - Need help planning your taxes? Our tax experts are at your service to help you plan your portfolio considering your taxation requirements. Portfolio Monitoring: - Review and rebalancing support via Personalized portfolio reviews designed to maximise your portfolio returns - Our smart Portfolio track raises instant alerts to mitigate and hedge risk during extreme Volatility in markets & adjust to your investing style. - Never be in the dark. All changes in your portfolio are executed only after your approval." Baker Street Fintech Private Limited AMFI Registered Mutual Fund Distributor & SIF Distributor AMFI Registration Number: ARN 17284 APMI Registration No: APRN-01683

Fincode analyses your mutual fund portfolio and tells you exactly why it's underperforming — and what to do about it. Most investors don't know if their funds are actually good. Fincode gives you a clear, honest diagnosis in minutes. HOW IT WORKS - Enter your PAN number - Connect your Gmail (read-only access) - Fincode finds your CAS statement automatically - Every fund is rated: On Track, In Form, Out of Form, or Off Track - You get a plain-English explanation for each rating WHY FINCODE - No jargon — just clear ratings and reasons - Built by SEBI-registered mutual fund advisors - Read-only Gmail access — no emails stored - Free portfolio analysis Fincode is built by Fincode Advisory Services.