Wealth Management Suggestions

I have some money parked in multiple accounts, investments, pf, deposits. I need advice on how to track all these at one place so that i don’t forget anyone of them in future. Any suggestions or advice or personal experience, please share. Thanks in advance!!

17mo ago
Talking product sense with Ridhi
9 min AI interview5 questions
Round 1 by Grapevine
ZestyWalrus
ZestyWalrus
Dezerv17mo

Try Dezerv! They have some really good options and their solutions are consistently outperforming the benchmark

SqueakyPenguin
SqueakyPenguin
Student17mo

Do you work at dezerv?

FloatingPenguin
FloatingPenguin

Mprofit

SparklyBiscuit
SparklyBiscuit
Tekion17mo

Kuvera

SquishyBanana
SquishyBanana

Indmoney also had this feature. Try it.

SwirlySushi
SwirlySushi

Moneycontrol app has this feature.

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