TruNeevesh vs Square Wealth

TruNeevesh – One App to Track All Your Investments. TruNeevesh is your smart, secure investment tracking app, built to simplify how you view and manage your entire financial portfolio. Track everything in one place: Mutual Funds, NPS, PMS, Bonds, SGBs, Fixed Deposits, IPOs, LAS (Loan Against Securities), and custom assets like real estate or PPF. Whether you're investing for yourself, your family, or managing assets from abroad—TruNeevesh helps you stay informed and in control. Key Features: • All-in-One Investment Dashboard Track Mutual Funds, PMS, NPS, Bonds, FDs, SGBs, and manually added assets in a single, clean view. • Track Your Financial Goals Set and monitor life goals like retirement, education, home buying, and more—linked to your investments. • Instant Portfolio Reports Generate portfolio summaries, capital gains, XIRR, asset allocation reports and performance insights on demand. • Live IPO Tracking & Apply Stay updated with ongoing IPOs and apply through integrated platforms with ease. • Loan Against Securities (LAS) Access liquidity by exploring LAS options without redeeming your investments. • Smart Reminders & Notifications Never miss a SIP, maturity, or renewal with timely in-app alerts and updates. • Family Portfolio Tracking View and manage investments for all family members under one login. • Secure Document Vault Store investment documents, reports, and proofs safely in your personal vault. • Enterprise-Grade Data Security Your data is encrypted and protected with robust security protocols. • Backed by 35+ years of financial expertise • Trusted by clients across the world • Built for individuals, families, and NRIs Download TruNeevesh app today and take charge of your financial future: organized, goal-driven, and stress-free.

Wealth Guru 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