Kongruent Wealth offers a comprehensive way for all your investment needs. Through its advanced application, you can efficiently manage your entire financial portfolio, which includes Mutual Funds, Equity Shares, Bonds, Fixed Deposits, Portfolio Management Services (PMS), and Insurance.

Notable features of the app include detailed asset reports, hassle-free access via your Google email ID, transaction statements for any specified period, advanced capital gain reports, and convenient one-click downloads of account statements from any Asset Management Company in India.

You can also invest in mutual fund schemes and new fund offerings online, with the ability to track orders until unit allotment, ensuring complete transparency. Additionally, the app keeps you informed about your ongoing and upcoming Systematic Investment Plans (SIPs) and Systematic Transfer Plans (STPs) through an SIP report. Managing insurance premiums is simplified with an integrated list, and the app offers comprehensive folio information registered with each Asset Management Company.

To support your investments, Kongruent Wealth provides a variety of calculators and tools, such as retirement planners, SIP calculators, SIP delay estimators, SIP step-up calculators, marriage financial planners, and EMI calculators. These tools are tailored to help you make informed financial decisions that align with your unique financial goals and circumstances.