BR WEALTH vs Sinhasi Wealth

BR WEALTH 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 Performance 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

Track & manage your wealth anytime, anywhere - exclusively for Sinhasi clients. Sinhasi Wealth is a comprehensive portfolio tracking and wealth management application designed exclusively for Sinhasi clients. Built to offer clarity, control, and convenience, the app brings your entire financial world into one secure and intuitive platform — accessible 24x7. Whether you want to review your investments, track progress towards your goals, or access important financial documents, Sinhasi Wealth provides a seamless and transparent digital experience aligned with Sinhasi’s disciplined wealth management approach. Key Features • Portfolio Valuation & Summary Get an instant, consolidated view of your net worth across all your investments. • Detailed Asset Allocation Understand your portfolio composition across asset classes to ensure balanced and aligned investing. • Transaction & Capital Gain Reports Access all your buy/sell transactions, capital gains, dividend statements, and profit & loss summaries — anytime. • Portfolio Performance & Rebalancing Monitor how your portfolio is performing and receive insights for timely rebalancing. • Portfolio Snapshot & Investment Journey Track how your wealth has grown over time with intuitive charts and timelines. • SIP Tracker Stay on top of your systematic investments with real-time tracking. • Goal Planner Plan, monitor, and update your financial goals with ease. • Insurance Policies View and manage your insurance portfolio in one place. • Document Vault Securely store and access your financial documents whenever you need them. • 24×7 Access Your financial world — available around the clock, wherever you are.