AnchorWealth AI vs Elevay Wealth

AnchorWealth AI 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

Take control of your wealth monitoring. Track, visualize, and organize your assets seamlessly with the Elevay Wealth app. Elevay Wealth simplifies mutual fund portfolio oversight, putting automated tracking tools right into your hands. Powered by Elevay Fin-Tech Services Private Limited—an AMFI-registered corporate mutual fund distributor—our platform provides an intuitive, clutter-free digital dashboard for savvy investors. Whether you want to monitor your automated Systematic Investment Plans (SIPs) or aggregate legacy investments across multiple fund houses, Elevay Wealth ensures your asset metrics are clear, transparent, and actionable. Key Features Built for Investors: 1. Consolidated SIPs & Folios Dashboard Monitor your active Systematic Investment Plans (SIPs) and view fragmented mutual fund folios across AMCs in a single centralized space. 2. Goal-Based Tracking Tools Map your long-term and short-term life milestones—such as retirement planning or educational funds—and track your mutual fund allocations against them. 3. Risk Profiling Evaluation Complete an interactive risk tolerance assessment to understand your personal investment style and match your milestones to appropriate asset classes. 4. Comprehensive Portfolio Performance Insights Access detailed, automated performance charts on demand. Review annualized returns, absolute gains, and your split across equity, hybrid, or fixed income. 5. Integrated Dividend Tracking Track your incoming cash flows effortlessly. Review history logs of distributions declared across your active portfolio holdings. Explore a secure dashboard ecosystem designed to give you clarity over your mutual fund investments. Download Elevay Wealth today to streamline your portfolio tracking and experience institutional-grade data transparency at your fingertips. Corporate Disclosures & Disclaimers: Elevay Wealth is a commercial brand and proprietary technology platform operated by Elevay Fin-Tech Services Private Limited. • AMFI Corporate Registration Number: ARN-361608. • Primary Category of Registration: Corporate Mutual Fund Distributor. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance of any mutual fund scheme does not guarantee or indicate future returns.