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!!

16mo ago
ZestyWalrus
ZestyWalrus

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

SqueakyPenguin
SqueakyPenguin
Student15mo

Do you work at dezerv?

FloatingPenguin
FloatingPenguin

Mprofit

SparklyBiscuit
SparklyBiscuit
Tekion15mo

Kuvera

SquishyBanana
SquishyBanana

Indmoney also had this feature. Try it.

SwirlySushi
SwirlySushi

Moneycontrol app has this feature.

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Top comments
user

20 K + 20 K in 2016 -> approx 35 K + 35 K = 70 K (assuming 7% inflation over 8 years). Extra 30 K can be attribu...

user

I found myself in a similar situation. I was hardly able to figure out whats going on. So this is what I did. 1...

user

Create an excel and make a habit of entering pareto expenses every month (The count would be at best 20 items). Fo...