MintMyWealth vs LevUp

mintmywealth 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 * 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

Your portfolio deserves more than a gut feeling. LevUp gives you a complete, data-driven review of your Mutual Fund portfolio — so you know exactly what’s working, what’s not, and what to do next. How it works: • Connect securely via MF Central to fetch your holdings • Get an instant portfolio review with actionable insights • See exactly where your portfolio needs attention. What your portfolio review delivers: • Market Cap Mix – See your Large, Mid, and Small Cap distribution and compare it with Nifty 500 benchmarks • Sector Concentration – Identify if you’re overexposed to any single sector • Diversification Score – Understand how diversified your portfolio is compared to peers • Category Allocation – Analyze your Equity, Debt, and Hybrid split • Portfolio Insights – AI-powered observations with actionable recommendations • Market Weather Score – A daily score (0–100) measuring overall market health Why investors trust LevUp: • AMFI & APMI Registered • No behavioural biases — pure data-driven analysis • Built with industry experts from India’s leading private banks • Your data is 100% secure. Get started: Set up a call with us to get a complete understanding of our strategies and portfolio analysis services.