Prudeno Wealth vs Wealth Matrix

Prudeno Wealth is an all-in-one personal finance management app designed to cater to mutual fund enthusiasts. The app boasts an amazing user interface with immersive and interactive features, including multiple themes that add to the user experience. With Wealth Creators, managing your personal finance has never been easier. The app is equipped with a client self-onboarding feature that enables users to be ready to invest within 10 minutes. You can also keep track of your financial goals with the interactive goal planning module. The profile page brings all profiling related information, including personal data, online investment account onboarding, and mandate-related information, to a single place. Wealth Creators provides great security measures throughout the app to secure your personal data. The app also features PIN and biometric security measures like fingerprint unlock and face detection unlock for enhanced security. With Wealth Creators, you can seamlessly manage your mutual fund portfolio and view all transactions and SIPs. You can also search for various baskets and compare different mutual funds and check their fact sheets. Online investment account creation has been simplified to 5 minutes, and you can complete the whole transaction journey within the app without having to authenticate the transaction from email. Mandate authentication can also be completed within the app and activated within 2 minutes. The app offers 20+ asset classes to manage your portfolio, including MF, stocks, insurance, fixed income, commodities, real estate, NPS, small savings schemes, loans, and more. Adding, editing, and deleting assets has been simplified, and detailed information for each asset is visible in a much-enhanced manner.

Wealth Matrix 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