Finvestographers vs Precize

Finvestographers is exclusively for investors registered with Finvestographers. Access is restricted to Finvestographers clients; users associated with another distributor cannot sign in or use this app. The app helps Finvestographers clients manage their mutual fund journey with guidance and support from their distributor. The app brings portfolio tracking, mutual fund opportunities, goal planning, SIP management, reports, insurance tracking and useful financial tools into one simple experience. Why Finvestographers? Finvestographers helps you stay connected with your distributor, view your investments clearly and take key actions across your financial journey. Key Features - Mutual Fund Opportunities View curated mutual fund opportunities shared for your investment needs. Start SIPs or make one-time investments through a simple guided flow. - Portfolio Tracking Track current value, invested amount, returns, SIPs, SWPs, STPs and fund-wise holdings in one place. - Goal-Based Investing Create and track goals such as home, education, retirement or wealth creation with clear progress and target tracking. - Family Portfolio View View investments across family profiles from one dashboard for easier monitoring. - Fund Details Check NAV, returns, risk rating, fund manager, holdings, fund information and portfolio composition before investing. - Risk Profiling Take a simple quiz to understand your investor profile and risk comfort. - Reports & Statements Generate and download capital gains, portfolio valuation and holdings / SOA reports. - CAS Wealth Analysis Upload CAS reports to view a broader analysis of mutual funds, demat holdings and insurance details. - Insurance Tracking Add and manage insurance policies, track premiums, renewal dates, active policies and expiring policies. - Banks & Mandates Manage bank accounts and mandates required for SIP and investment transactions. - Calculators & Planning Tools Use calculators for SIP, Lumpsum, EMI, tax-saving, retirement and other financial planning needs. - Distributor Support Stay connected with your distributor for assistance, opportunities and investment-related support. Finvestographers helps you invest, track, plan and manage your financial journey with clarity and convenience. Access: This app is intended exclusively for Finvestographers clients. Only mobile numbers registered with Finvestographers can sign in via OTP. Users of other distributors cannot access the app. Service operated by Finvestographers under AMFI Registered Mutual Fund Distributor | ARN-345397.

Precize is your portal to India's private markets. Buy and sell unlisted and pre-IPO shares of leading private companies, with a curated selection, research-driven insights, and a simple three-step investing experience. WHY PRECIZE Low ticket size: Start investing in private opportunities with a minimum of Rs 10,000. Curated selection: Access leading private growth companies across financial services, technology, FMCG, healthcare, energy, and more. Research-driven: Make informed decisions with curated financial reports and analyst research on each company. Fast and simple: Invest in three steps - confirm, order, and pay. Bank-level security: Strict policies protect your sensitive personal information. KEY FEATURES - Discover unlisted and pre-IPO shares with live price updates - Track historical price movements before you invest - Browse companies by sector and performance - Build and monitor your private-market portfolio - Stay informed with news, events, and blogs on the unlisted market - Dedicated support: chat, call, or text Precize Care ABOUT PRECIZE Precize envisions a future where accessing private assets is as seamless as navigating public markets. We bring you to the forefront of opportunities that were once reserved for a privileged few. Investing in private markets and securities involves risks, including potential loss of capital. Past performance does not guarantee future results. Precize is neither a stock exchange nor authorized by capital markets regulators to solicit investments. Please read all risk disclosures at precize.in before investing. Questions? Reach us at support@precize.in or visit www.precize.in