Floatr: Mutual Fund NPS & Gold 1.3.81

Floatr, the WealthCare App from ValueFloat Technologies Private Limited, positions itself as a comprehensive tool for personal finance management. It aims to empower users to take control of their financial journey, aligning with their investment objectives and aspirations for financial independence.

Features of the Floatr App:

1. Expense Management
   Floatr introduces an Automated Expense Tracker and Budget Planner that simplifies money management. By organizing income and expenses in real time, it alleviates the burden of traditional tracking methods. Users can monitor spending effortlessly, allowing them to focus on more meaningful pursuits. The app requests SMS reading permission solely for accessing AI-driven features that enhance expense tracking and provide insights through SMS analysis.
2. Financial Planning and Goal Management
   Floatr facilitates comprehensive financial planning for both individuals and families. It provides insight into current financial standings while enabling users to strategize towards future objectives. Investment decisions are supported by detailed goal planning that connects various asset options—including mutual funds, digital gold and silver, National Pension System (NPS), and fixed deposits—directly to the user's financial goals. Regular investment options, such as systematic investment plans (SIPs), are available to streamline the goal attainment process.
3. Investment in Mutual Funds
   The app simplifies mutual fund investments by offering a diverse selection of Asset Management Companies (AMCs) and investment modes tailored to user preferences, whether through lump sum investments or SIPs. Curated mutual fund baskets align with specific financial goals, facilitating easier access to diversified portfolios and enhancing prospects for achieving desired outcomes.
4. Invest in National Pension System (NPS)
   Floatr makes NPS investments straightforward, allowing users to open accounts quickly and begin retirement and tax planning with ease. Payment receipts and detailed statements are readily accessible, contributing to efficient record-keeping.
5. Invest in Digital Gold and Silver
   The app also provides options for investing in gold and silver, enabling purchases or sales at live market prices for portfolio diversification. Users have the flexibility to engage in SIPs for these assets as well.

Advantages of Choosing Floatr:

• Simple & Easy Sign-up
• Seamless & Quick Services
• Personal Finance Tracking
• Encouragement of Financial Discipline
• Secure Access
• Goal-based Investment Strategies
• Incentives for Responsible Financial Behavior

Add-ons Available on Floatr:

• Insurance: Comprehensive coverage options for life, health, and general insurance.
• Tax Planning & IT Filing: Simplified tax filing services supported by expert advice.
• Bill Payment: Efficient management of all bill payments directly through the app.