Gridkey vs Investible?

Wealth Management with Superpowers Whether you're a financial advisor looking to scale your business or an investor seeking a holistic view of your wealth, our suite of products has you covered. One place for all your investments. Our intuitive platform simplifies managing diverse assets in equity, mutual funds, ETFs, bonds, fixed deposits, insurances, loans etc. Seamlessly import data & eliminate data chaos 1. Quick data imports through broker trade files, ledger statements and contract notes 2. Import data through broker integrations and eliminate data errors Automate imports by auto forward of contract notes Stay informed through data driven insights 1. Gain valuable insights and analysis of your investments and make better informed decisions. 2. Advisor dashboards to get a comprehensive view of your business 3. Holdings Summary to get holistic perspective of client investments Navigate compliance requirements proactively 1. Solve regulatory burdens like KYC, Risk Profile, Agreement Signing, pre trade approvals, and annual advice register. 2. Comply with industry standard data security measures. 3. Assess client financial & goal planning before giving advisory to help them financial independence Optimize portfolio performance through model portfolios 1. Create baskets and model portfolios with desired strategies and risk management. 2. Generate trades through order simulator to meet unique client goals and needs. 3. Compliantly execute trades via broker gateways Elevate Client Experience with transparent engagement 1. Induce client onboarding flows for simplifying client success journey. 2. Give Family level access to client logins on web and mobile app. 3. Focus on client education, collaboration with latest engagement tools to achieve client satisfaction. 4. Rebalance portfolios, analyze deviations and other metrics.4. Rebalance portfolios, analyze deviations and other metrics. Effortlessly calculate fee, raise invoice and collect fee 1. Introduce multiple custom fee plans and calculate fee precisely 2. Automate invoice generation and collect fees through e-nach mandates. 3. Effortless fee sharing & reconciliation among stakeholders. 4. Offer subscriptions of your basket models to increase revenue.

Is your project INVESTIBLE? Did you ever wish you had a tool that evaluates the financial feasibility of any project instantly, with just a few inputs and without the complexity? Investible? does exactly that. Get a financial overview of any project in minutes — a first financial model including equity IRR, project IRR, payback periods, profit & loss statements and cash-flow statements. Change any input and see the impact instantly. INSTANT FINANCIAL INSIGHT INTO INVESTMENT PROJECTS Financial Returns - Equity IRR and Project IRR - Equity and project payback periods Financial Statements - P&L statement — project life - Cash flow statement — project life Debt-repayment Capacity Analysis - Debt Service Coverage Ratio (DSCR) - Average and minimum DSCR - Debt schedule Export & Share - Export to PDF — print-ready report - Export to Excel — full model - Share via email or any app on your phone - Share with colleagues, investors, partners or advisors - 11 presentation currencies INSTANT SCENARIO ANALYSIS Change any input and see the impact on key metrics instantly. For example; - Adjust project cost to see its impact on equity and project returns - Change debt ratio to get a feel for the optimal financing structure - Vary revenue assumptions to stress-test your projections - Adjust debt terms to evaluate different debt scenarios - Change operating margin to see the impact on equity returns FREE TRIAL & PRICING Try Investible? free for 7 days. Unlock full access including PDF and Excel export with a one-time payment. No subscription. WHO IS IT FOR? Investible? is for anyone who needs a fast, professional first read on a project's financial viability. - Finance professionals who need a quick feasibility check before producing detailed models - Entrepreneurs who want to understand the financial potential of their project before seeking investment - Investors evaluating whether a project is worth pursuing further - Students and professionals building project finance knowledge