Monitor your Portfolio
Portfolio consolidation across service providers enables clients to have a comprehensive yet clear picture of their overall wealth. Our advanced analytics provide deeper insights which make it easier to evaluate investment ideas and take portfolio decisions.
Wealthverse, the Centrum Wealth platform provides:
A bird’s eye view of family level holdings across service providers
Comprehensive report on asset distribution across asset classes and products
Detailed performance summary across service providers with benchmarking
Performance versus benchmark analysis at an asset class and instrument level
Advanced portfolio analytics
Fixed Income analytics Include portfolio level credit quality, cash flows, portfolio composition, interest rate sensitivity
Equity analytics include consolidated underlying sector/ stock holdings/ market capitalization metrics
Save time, faster decisions
• Efficient use of time: Saves time which is usually required while monitoring large portfolios.
• Informed decision-making: Facilitates smoother decision-making as performance, risk measures and key action points are available at one glance.
To track all your investments, the Centrum Wealth platform, available across Web and mobile, enables: