BR WEALTH vs Trillium 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

The Trillium Wealth app offers a user-friendly platform that allows clients to stay informed with timely content on market trends and financial planning topics. Trillium Wealth app Features for Clients: View the Trillium Wealth newsfeed. Communicate directly with your team via Direct Messenger. Gain insights into the market and various financial planning topics curated by Trillium Wealth. View Trillium Wealth Blog Posts, Newsletters and Podcasts with a single click. Receive alerts for upcoming review meetings, outstanding tasks and other scheduled events with your team. Invite your family and friends to gain knowledge from professionals you trust.