Siptiger vs RichVik Wealth 2.0

The app allows you to track your portfolio across asset classes like Mutual Funds, Stocks, Insurance, Fixed Deposits, Post Office Schemes etc. Your portfolio are available at a family level with further drill down options available at family member level. There are multi level drill down options available for a more granular understanding of your entire financial portfolio. This is an invite only app. The app does not allow you to sign up. Please check with your financial advisor if you are registered to use this app.

My Planner is an all-in-one personal finance app that simplifies mutual fund management. With an amazing user interface and interactive features, you can seamlessly manage your mutual fund portfolio, view all transactions and SIPs, search for various baskets and compare different mutual funds, and check their factsheets. The online investment account creation process is simplified to just 5 minutes, and you can complete the whole transaction journey within the app without having to authenticate the transaction from email. Additionally, mandate authentication can also be completed within the app and can be activated within 2 minutes. With My Planner, you'll be able to get better organised in personal finance and ensure your mutual fund investments are on track.