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What is Plum?

Investment funds are managed by professionals who aim to enhance returns while focusing on specific goals. If any single investment does not perform well, the effect should be limited to a small part of your overall portfolio. You have the flexibility to choose the amount you want to invest. Once your choices are made, we can efficiently allocate your funds across the investments you’ve selected. You also have the freedom to deposit or withdraw money as often as you wish, without facing any concealed charges or fees. It is essential to uphold strict standards when managing finances. Plum has been designed with a strong focus on ensuring your security and privacy. By connecting your bank accounts and credit cards, you can create an integrated account that makes financial management simpler. Frequent updates, whether on a daily or weekly basis, support your budgeting efforts and help you prevent unforeseen expenses. Furthermore, Plum keeps an eye on your bills and can notify you if changing providers could lead to savings or if you might be overpaying, keeping you well-informed about your financial situation. This proactive strategy not only improves your budgeting skills but also equips you to make better financial choices. Ultimately, taking control of your investments and budgeting with Plum can lead to a more secure financial future.

What is Kuvera?

With its minimal lock-in periods, simple withdrawal methods, and the opportunity for enhanced returns, ELSS stands out as a powerful choice for your investment goals! You have the chance to significantly lower your long-term tax liabilities by realizing up to ₹1 Lakh in Long Term Capital Gain (LTCG) each year without incurring any tax charges. In the past, shifting from commission-heavy regular mutual funds was a cumbersome process, but we have made it easier for you! By creating just one account, you can seamlessly manage investments for your family and friends. You can organize and track your entire Mutual Fund portfolio while ensuring top-notch privacy protection. Furthermore, you have the option to invite your financial advisor to serve as a Manager on your Kuvera account, guiding your investment plans. There are countless reasons to invest, whether it’s for a new vehicle, acquiring a home, or funding your children’s education abroad. Kuvera provides a more cost-effective, faster, and simpler approach for transferring funds and making investments. Our team is composed of experienced money managers and technology specialists committed to making financial management easy for everyone. By utilizing our skills, you’re not just investing; you’re laying down the groundwork for a more stable financial future, and every decision you make today contributes to that vision. The potential for financial growth is within your reach, and with Kuvera, you can embark on this journey with confidence.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Plum

Company Location

United Kingdom

Company Website

withplum.com/funds/

Company Facts

Organization Name

Kuvera

Date Founded

2016

Company Location

India

Company Website

kuvera.in/

Categories and Features

Categories and Features

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