SUMIRE SECURITIES vs neoFinDesk

SUMIRE SECURITIES 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 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

neoFinDesk, Multi-Issuer Platform and Wealth product marketplace developed by Invest Value Fintech Private Limited (IVFPL), is a comprehensive wealth-products marketplace. It connects potential collaborators, including manufacturers and distributors. By leveraging the platform, collaborators gain access to wide-ranging products and solutions, streamline operations and expand reach to enhance their investment offerings. Backed by design, sales, and technology experts, the platform provides a seamless and efficient experience to all stakeholders.