Finpeg Mutual Funds vs Wealthzi: Direct Mutual Funds Usage & Stats
Finpeg is India’s only app to offer intelligent investing in Mutual Funds
- Intelligent Asset Allocation based on Machine Learning Algorithms
- Offers 3% - 4% Extra Returns than regular SIPs in Mutual Funds
- Automated management of your portfolio
- Dedicated relationship manager.
- Free & Unlimited portfolio checkup & advice
Investment solutions for all financial goals
- Want to save for retirement or any other goal? Finpeg offers a far superior solution than SIPs. Start AlphaSIP & earn up to 3%-4% extra returns
- Want to invest lumpsum? Don’t know how much to invest in equity and how much in debt. Let Finpeg’s Smart Lumpsum Solution decide that for you. Invest more in equity when markets are low and more in debt when markets are high.
- Want a steady monthly cash flow? Finpeg’s OnePM offers a cash flow of 1% pm on the invested corpus protecting your original investment.
Best mutual funds selected through proprietary CRAFT framework
With the CRAFT framework, we select the funds that have showcased long-term track record of consistent performance.
Paperless onboarding and automated execution
- Get started with your investments in less than 5 minutes. No paperwork.
- Forget clumsy KYC forms. Paperless online KYC solution.
- And once you get started, the entire execution is completely automated and seamless. Just sit back, relax and watch your money grow.
Best-in-class transaction experience and portfolio analytics
- A single-click interface to buy and sell funds.
- Transact in multiple funds in one go. As simple as online shopping!
- For DIY investors, pre-defined screeners to help you select the right mutual funds.
- Track your portfolio in real-time.
- Best-in-class analytics on your portfolio. Drills down to the level of individual holdings and sectoral exposures.
Invest in all types of mutual funds
Finpeg offers all types of mutual funds:
- Equity Mutual Funds
- Large Cap Mutual Funds
- Multi Cap Mutual Funds
- Mid Cap Funds
- Small Cap Mutual Funds
- Debt Mutual Funds
- Aggressive Hybrid Funds
- Conservative Hybrid Funds
- Arbitrage Mutual Funds
- Liquid Mutual Funds
- ELSS Tax Saving Mutual Funds
Schemes of all mutual fund houses are available
- HDFC Mutual Fund
- ICICI Prudential Mutual Fund
- Birla Sun Life Mutual Fund
- SBI Mutual Fund
- L&T Mutual Fund
- Franklin Templeton Mutual Fund
- Reliance Mutual Fund
- Mirae Asset Mutual Fund
- Axis Mutual Fund
- Kotak Mutual Fund
Bank grade security and privacy
- Hosted on Amazon Web Services, all sensitive client data is encrypted and stored with 256 bit SHA encryption.
- Furthermore, Bombay Stock Exchange (BSE) is our backend partner and all the transactions are executed through BSE’s StarMF platform.
- We never share personal data with any third party.
How does Finpeg offers better returns than other apps?
It’s the magic of applying machine learning to the investing methodology.
When you do an SIP, all you are doing is investing in actively managed funds. The investing strategy itself is passive.
1. There is no intelligent tactical asset allocation and rebalancing.
2. There is no portfolio optimization. You are stuck with the same funds.
3. There is no intelligent exit strategy.
Our algorithms provide an intelligent management of your portfolio that delivers alpha returns.
The 4 pillars of our investment strategies are as follows:
1. Intelligent Fund Selection
2. Intelligent Entry - Unlike SIPs, our algorithms have been trained to get the best possible entry for every monthly instalment.
3. Intelligent Rebalancing - Using inputs like PE ratio, PB ratio, Interest Rates, we decide the most optimal asset allocation at any point of time.
4. Intelligent Exit - Our exit strategy ensures that you sell at the highest possible prices.
- Apple App Store
- Free
- Finance
Store Rank
- -
Wealthzi is a SEBI Registered Investment Adviser (RIA) and digital wealth management app that helps you in Direct Mutual Funds investment and investing in Zero Commission Direct Mutual Funds to achieve your financial dreams.
With Wealthzi you get seamless Mutual Fund Portfolio Tracking, portfolio reviews with actionable insights, and exit recommendations in non-performing, high-risk mutual funds.
WEALTHZI: START YOUR INVESTMENT JOURNEY WITH CONFIDENCE
• Direct Mutual Funds
• Zero Commission
• Get Unbiased Investment Advice
• Import & Track All Mutual Funds Investment Portfolio
Quick one-tap import of all your existing mutual funds, get a detailed dashboard, xirr, capital gains and daily performance report.
- Automated Portfolio Review
Actionable insights and review of mutual funds portfolio on asset allocation, category selection, and right fund selection based on proprietary Zi methodology. Review also covers your exposure to various sectors, the concentration of funds, whether it is over-diversified or under-diversified, low exposure funds and NFO investments.
- Exit Recommendations
Get exit recommendations on under-performing, high risk and high commission mutual funds in your portfolio and switch to low cost direct mutual fund plans.
- Periodic Rebalancing Advice
Quarterly rebalancing of mutual funds portfolio to keep it aligned to your risk profile and asset allocation so that you can achieve your financial goals on time.
- Invest in Dream Portfolio
Invest in Zero Commission Direct Mutual Funds with Dream Planner. Start monthly SIPs in your dream portfolio.
- Smart Redemption & lump sum Mutual funds Investment Advice
Get smart recommendations on redemption and one-time investments for minimal exit load and capital gains tax liability
- Easy Account Opening & Fully Digital KYC
Digilocker based fully digital KYC and account opening process with BSE Star MF. All you need is your Aadhaar linked with your mobile number, a valid PAN card and a copy of the canceled cheque to verify your bank account details.
- Zi Review of Each Mutual Fund
Risk and Return based analysis of 1000+ best mutual funds plans. Zi review uses risk adjusted returns, rolling returns, alpha over benchmark, market risk, liquidity risk and portfolio credit quality to give a tag of good, average and poor fund.
- Get Unbiased Advisory
SEBI Registered Fee-only investment advisor, zero commission mutual funds.
- Safe, Secure & Privacy Protected
With strict data security policies in place, we take utmost care in securing the user data and information. Wealthzi is hosted on Amazon AWS secure and encrypted servers.
- Financial Calculators
We have introduced financial calculators which have an SIP Calculator, Lump Sum Calculator, Fixed Deposit Calculator, Recurring Deposit Calculator, SIP Goal Calculator & Loan EMI Calculator. You can use these calculators to plan your money and wealth goals.
- Track Stocks, PMS & Bonds portfolio by uploading NSDL/CDSL consolidated statements.
Why Wealthzi is the Best Mutual Fund App?
• Invest in direct Mutual funds with 0% Commission, No transaction charges & No hidden fees
• We support all UPI payment apps like Google Pay, PhonePe, BHIM UPI, Paytm, Net Banking & NPCI E-Mandate for SIP Auto Pay.
• Easily switch your mutual funds online from other apps like Paytm Money, Groww, INDmoney, ET Money, Scripbox, myCAMS, Zerodha Coin, FundsIndia and MFCentral etc.
• Invest in different mutual funds like equity mutual funds, tax saving ELSS mutual fund, small cap, large cap, mid cap, multi cap, flexi cap mutual funds, balanced funds, gold mutual funds, sector mutual funds, or international funds, etc, all from one mutual fund app
• Start SIP in top mutual funds of AMCs like SBI, ICICI Prudential, HDFC, Nippon India, Kotak, Aditya Birla Sun Life, UTI, Axis, Mirae Asset, Motilal Oswal, Parag Parikh, Edelweiss, DSP, Canara Robeco, Navi, LIC, Quant Mutual Fund & more
- Apple App Store
- Free
- Finance
Store Rank
- -
Finpeg Mutual Funds VS. 
Wealthzi: Direct Mutual FundsDecember 24, 2024