Wealth Tracker vs Inacle Client

Wealth Tracker — Your Smart Mutual Fund Companion Managing mutual fund investments shouldn’t be complicated. Whether you’re just starting your investing journey or already building wealth, Wealth Tracker is your intelligent, secure, and hassle-free way to stay on top of your mutual fund portfolio. This app is designed with transparency in mind giving you a clear picture of where your money is, how it’s growing, and what actions you can take to make your investments work smarter — not just harder. Get your portfolio reviewed in just under 7 minutes. What You Can Do with Wealth Tracker: • Track All Mutual Funds in One Place Link your existing folios from any AMC or platform. Get a consolidated view of your mutual fund holdings — across direct and regular plans. • Real-Time Portfolio Insights See how your investments are performing with dynamic, easy-to-understand reports. Track returns, asset allocation, fund categories, and more — in real-time. • X-Ray Your Portfolio Identify over-diversification, hidden overlaps, and concentration risks. Our advanced analytics help you take more informed decisions . • Download Capital Gains Report Generate and download your capital gains report directly from the app for easy tax filing and financial tracking — hassle-free and ready when you need it. • Smart Notifications Get alerts when action is needed — from portfolio rebalancing suggestions to key updates on your funds. No spam, just what matters. • 100% Secure & Privacy-First Your data stays encrypted and secure. We use bank-grade security and never sell or misuse your information. Why Choose Investza Wealth Tracker? ->Made for Mutual Fund Investors: Not cluttered with stocks, FDs, or insurance. 100% focused on mutual fund tracking and optimization. ->No Ads, No Noise: A clean, distraction-free interface built for clarity and simplicity. ->Expert-Grade Insights: Simplified: You don’t need to be a financial expert. We make complex investment analytics accessible and actionable. Your Data is Safe with Investza We use industry-standard encryption, follow SEBI-compliant practices, and never compromise on user privacy. Your information is never shared without your consent. Start making better mutual fund decisions today. Download Wealth Tracker and take control of your investments. Investza Wealth Tracker App is a Mutual Fund Portfolio Review tool offered by Investza Capital, an AMFI registered mutual fund distributor with ARN - 154125. Mutual Fund Investments are subject to market risk, please read all scheme-related documents carefully before investing.

Track your mutual fund portfolio with precision. Get real-time insights, performance analytics, and comprehensive reports. Inacle Client is your complete mutual fund investment companion, designed to help you monitor, analyze, and optimize your portfolio with professional-grade tools and insights. COMPREHENSIVE PORTFOLIO DASHBOARD Get instant visibility into your investments with a unified dashboard showing total investment value, current valuation, dividend earnings (both paid and reinvested), overall gain/loss, and portfolio XIRR. DETAILED STATEMENT OF ACCOUNTS Access in-depth information for every fund in your portfolio, including investment amounts, unit holdings, NAV, market values, transaction history, absolute returns, and XIRR. PORTFOLIO SUMMARY & ANALYTICS View consolidated holdings across all folios with performance metrics such as absolute returns, XIRR, average cost, and weighted portfolio distribution. TRANSACTION HISTORY Track all transactions with complete details including date, transaction type, NAV, units, balance units, and current value. SEAMLESS PORTAL ACCESS Direct login to the Inacle portal for additional account management and investment operations. Note: This app is a read-only reporting tool for mutual fund investments in India. It does NOT involve cryptocurrency, exchange services, or any financial transactions. Users can only view their existing mutual fund investment details—no buying, selling, or trading is possible through this app.