Equentis Investech vs Risify Wealth

Introducing Equentis Investech - Your Gateway to Financial Empowerment! Unlock the power of seamless financial management with Equentis Investech. Equentis Investech mobile app is your ultimate tool for navigating the complex world of investments, right from the palm of your hand. With just a tap, Equentis Investech brings together your entire financial universe, allowing you and your clients to effortlessly monitor investments across Mutual Funds, Fixed Deposits, Insurance, and over 20 other products. Gain real-time insights, track performance, and stay informed on-the-go. Experience the convenience of a consolidated family view, multi-asset analysis, heldaway insights, and multi-portfolio reporting - all within a single app. Say goodbye to complexity and hello to simplicity with Equentis Investech. Your financial freedom starts here!

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