Wealthsaathi360 vs Risify Wealth

Wealth Saathi 360 is a platform designed to help users organise, track, and manage their financial information in one place. It provides tools for viewing investments, planning financial goals, and monitoring portfolio performance. Key Features 1. Unified Wealth Overview View your financial information across supported categories such as mutual funds, insurance, loans, and savings accounts. Track changes in your portfolio and overall net-worth position. 2. Portfolio Tracking Monitor mutual funds, stocks, fixed deposits, and other supported assets. Access insights on allocation, risk distribution, and portfolio composition to support informed decision-making. 3. Goal-Based Financial Planning Create financial goals—such as retirement, education, or major purchases—and track progress using available planning tools aligned with your selected risk profile. 4. Investment Research & Tools Access analytical tools, product information, and risk-assessment features that assist in reviewing investment options within supported categories. 5. Secure Document Storage Store important financial documents such as insurance records, investment proofs, and tax files in an encrypted digital vault accessible within the app. 6. Market Updates & Notifications Receive market updates, news, and alerts that help you stay aware of changes relevant to your investments. 7. Tax Reports & Compliance Support Generate reports such as capital gains summaries and investment statements to assist with recordkeeping and tax filing. 8. Multi-Device Access & Security Use the app across supported devices with secure login options, encryption, and authentication features designed to protect your data. Purpose of the App Wealth Saathi 360 is designed to offer users an organised way to view financial information, plan goals, track investments, and access reports through a single digital interface. Additional Information The availability of certain features depends on regulatory requirements, user eligibility, and the products linked to your account. Investment values may fluctuate, and users should review relevant documents before making investment decisions.

This platform offers a variety of Mutual Funds schemes to pick from. Investors can make informed investment choices based on the recommendations provided. View and access existing insurance when needed: Automobile Insurance Health Insurance Life Insurance Property Insurance View and track loans availed: Loans secured by Mutual Funds Loans secured by Securities Loans tailored for Small and Medium Enterprises (SMEs) Portfolio Tracking Features: - Monitor the performance of your portfolio, including investments in the above categories - Aggregate and view family-level portfolios - Get a comprehensive view of your portfolios at a glance - See overall returns, including dividends and interest earnings - Stay informed with notifications about key events and financial milestones - Align your financial goals with your investments and track their progress - Keep track of your support tickets - Receive customised portfolio reports via email, tailored to your preferences and family members