Consolidate your family's entire multi-asset portfolio in one place - including Mutual Funds, SIFs, PMS, AIFs, FDs, Bonds, and more. Get clear insights on asset allocation, XIRR, and overall performance with intuitive, powerful reports.
Key Highlights:
• Unified Portfolio View across all assets and family members
• Tracking of held-away assets
• Risk Profiling to ensure portfolio-risk alignment
• Reports at your fingertips
PrescientGuru brings premium, simplified investing to your fingertips — helping you build and manage your wealth with confidence.
Please note this app is accessible only by onboarded clients of PrescientGuru
Visit https://prescientguru.com/ for more details.
PrescientGuru is a signature app for seamless, comprehensive wealth management.