Pivot.Money - Networth Tracker

Finanzas

Sólo para iPhone

Gratis · Diseñada para iPhone

iPhone

Tired of spreadsheets and worrying about your family's financial future? Pivot.Money by Networth Tracker is India’s first SEBI-Registered Investment Advisor led Family Wealth App, built to protect and grow your generational wealth together. We bring premium wealth management to your fingertips, combining cutting-edge AI with human financial expertise. Experience the kind of personalized attention once reserved only for ultra-high-net-worth individuals. We are RBI-certified, SEBI approved and Digital Personal Data Protection Act compliant. Your data is secure with us. WE SOLVE WHAT OTHER APPS CAN'T: AVOID LEGAL BATTLES & PROBATE India’s ONLY app for Joint-Survivor Mutual Funds. Add your spouse or family member as a secondary holder in seconds. Assets transfer instantly to them, bypassing 12-34 months of court delays and costly legal fees. True peace of mind. SEAMLESS NRI INVESTING Invest in India Mutual Funds from abroad in minutes, not months. Our e-PAN verification and SOA-mode bypass cumbersome PIS demat accounts. Invest, Track and receive personalized tax guidance on your portfolio in one place. EXPERT-LEVEL ADVISORY, WITHOUT THE BIAS Discover top-performing funds with our proprietary 12-parameter analysis. We rank every mutual fund in India on risk, consistency, and performance—so you never have to guess. Access high-potential Equity Baskets. Our data-driven momentum strategies for mid & small caps are designed to significantly outperform benchmarks. Test them first with virtual paper trading. AI-POWERED TAX & FEE OPTIMIZATION Switch from Regular to Direct Mutual Funds and earn up to 1.5% in extra returns by saving on hidden fees. Our proprietary algorithm helps you optimize which funds to switch when. Get AI-driven advice on capital gains and advance tax planning. TRUE FAMILY-LEVEL WEALTH MANAGEMENT See every family asset—joint MFs, Banks, Real Estate, Gold, Equity, NPS, Insurance—on a single, secure dashboard. Get personalized insights and nominee gap alerts to secure your legacy. KEY FEATURES: • One-Click Joint MF Holdings: Buy, sell, and manage mutual funds jointly in anyone or survivor mode online—a first in India. • NRI-Onboarding: NRIs can start investing in minutes. • Direct Plan Switch: Convert your existing funds and save lakhs in fees. • Unified Net Worth Tracker: Automatically sync or manually track all assets, including physical ones. • Nominee Gap Scanner: Get instant alerts on assets without a nominee and fix them in-app. • Hybrid Human+AI Advisory: Get instant answers or connect with a human expert for complex plans. • Bank-Grade Security: RBI-grade encryption and SEBI-compliant processes. WHO IT'S FOR: • Indian Families who want to own assets jointly and avoid future inheritance chaos. • NRIs & Overseas Indians frustrated with the complexity of investing in India. • Investors tired of overpaying hidden fees and want institutional-grade tax optimization. Download Pivot.Money app now and turn generational wealth into a protected legacy.

  • Esta app no ha recibido suficientes calificaciones ni reseñas para mostrar un resumen.

Personal Assets Module Enhanced Deposits & Supporting Documents Nominee Management Insights & Mutual Fund Tools Improved App Experience Fixes & Improvements: Personal Assets & Insights Stability Fixes Ul and Performance

El desarrollador (Networth Tracker Solutions Private Limited) indicó que las prácticas de privacidad de la app pueden incluir el manejo de datos que se describe a continuación. Para obtener más detalles, consulta la política de privacidad del desarrollador .

  • Datos usados para rastrearte

    Los siguientes datos pueden usarse para rastrearte en apps y sitios web que son propiedad de otras empresas:

    • Información de contacto
    • Identificado­res
  • Datos asociados con tu identidad

    Los siguientes datos pueden recopilarse y asociarse con tu identidad:

    • Información financiera
    • Información de contacto
    • Contactos
    • Contenido de usuario
    • Identificado­res
    • Datos de uso
  • Datos no asociados con tu identidad

    Los siguientes datos pueden recopilarse, pero no están asociados con tu identidad:

    • Diagnóstico

Las prácticas de privacidad pueden cambiar; por ejemplo, según tu edad o las funciones que uses. Obtén detalles

El desarrollador aún no ha indicado cuáles funciones de accesibilidad admite esta app. Obtén detalles

  • Vendedor
    • Networth Tracker Solutions Private Limited
  • Tamaño
    • 72.8 MB
  • Categoría
    • Finanzas
  • Compatibilidad
    Requiere iOS 13.0 o posterior.
    • iPhone
      Requiere iOS 13.0 o posterior.
    • iPod touch
      Requiere iOS 13.0 o posterior.
    • Mac
      Requiere macOS 11.0 o posterior y una Mac con el chip M1 de Apple o posterior.
    • Apple Vision
      Requiere visionOS 1.0 o posterior.
  • Idiomas
    • Inglés
  • Edad
    4+
  • Copyright
    • © Networth Tracker Solutions Private Limited