360-Degree Wealth Management.
My Fund Guide is assisted web and Mobile app owned by AMFI Registered Distributor Ritesh Sheth CWM® (Chartered Wealth Manager) under ARN-0209 EUIN- E030691. ARN Date of registration 16-08-2002 validity upto 01-10-2027 for Transacting under Mutual Fund's Regular Plans.
We are agent Provideing Investment & Insurance Products like Mutual Funds,Life and General Insurance,Small Savings Schemes, Company Fixed Deposit,Bonds.
Get Artificial Intelligence generated actionable insights on investment portfolios that analyze them better and highlight all the achievements and concerns. The insights are generated using sophisticated quantitative analysis of critical parameters which are then processed by AI to present a suitable summarization of the portfolio and also granular details of certain positives and concerns. The insights are written in a simple yet professional tone that is great for undestanding.
Aggregate complete financial portfolio and track it on a real time basis. With more data, the more stickiness the advisor builds. With us, you can track 25 Asset classes - From Mutual funds, to stocks, fixed income, insurance and so on. The values are updated on a daily basis thus letting you know a true picture of your net-worth and cash flows.
