Sovrenn is a comprehensive investment tracking and analysis app designed for managing mutual funds, stocks, insurance schemes, and NPS plans. It provides detailed data and ratings on over 1,639 mutual funds across 50 categories, 16,283 stocks in various sectors, 1,154 insurance schemes, and 103 NPS plans, enabling users to explore exclusive sets like Wealth Builder Funds, Steady Income Funds, Best Tax Saver Funds, and curated stock picks by value, performance, or gurus.
The app's My Investments tool offers automated import of statements via QR code for no manual data entry, along with analysis of returns, quality ratings, diversification checks, tax liability projections, and customizable alert triggers. Users can utilize fund screeners, stock screeners, and comparison tools to select investments matching their criteria.
Additional capabilities include point-to-point returns calculations, market and fund monitors, IPO tracking, stock ratings, forthcoming dividends information, and ownership details through tools like Who Owns What and NPS Performance. Sovrenn also features calculators for SIP, goals, investments, taxes, and mutual funds, plus access to exclusive videos and Investors' Hangouts sessions for informed decision-making in portfolio management and financial planning.
Website: sovrenn.com
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