Mintbox Advisory 與 assetment: smart portfolios 使用情況與統計

Mintbox Advisory 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 Performace 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
  • Apple App Store
  • 免費版
  • 金融

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assetment is a simple and speedy app that lets you invest in smart and low-cost portfolios that are hyper-customized for your investment objective. Be it financial goal planning, long-term wealth creation or short-term investment, we have you covered. We give you a customized portfolio that is aligned with your unique investment objective and your risk tolerance. Our portfolios are made of low cost Exchange Traded Funds (ETFs) or Index funds which keeps the cost of portfolio super low – a fraction of actively managed mutual funds. Our portfolios help you extract premia from smart beta factors while enjoying the benefits of portfolio diversification. Regular rebalancing and reviewing keep portfolios focused to achieve their investment objectives at all times. Our algorithm ensures that rebalancing is optimized for transaction costs and capital gains taxes. You can also build you own portfolio and set it up for automatic execution. You can define your own rebalancing rules and let our engine rebalance optimally. You can also buy direct commission-free mutual funds. In short, assetment is the only investment app that you will ever need. For fully guided investing experience, you can subscribe for assetment black and unlock a host of other benefits and features as well. With assetment black subscription, you get access to a dedicated relationship manager, a comprehensive life-cycle financial planning and unbiased investment advisory. And we ensure complete transparency. You always know how much you are paying and where your money is. Only you are in charge of your money!
  • Apple App Store
  • 免費版
  • 金融

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Mintbox Advisory VS.
assetment: smart portfolios

1月 15, 2025