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About WALLET4WEALTH

WALLET4WEALTH is one-stop solution for all your Wealth Management needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets:

- Mutual Funds
- Equity Shares
- Bonds
- Fixed Deposits
- PMS
- Insurance

Key Features:

- Complete Portfolio report download including all assets.
- View historical Performance of your Portfolio easily
- Easy login via your Google email id.
- Transaction statement of any period
- 1 Click Statement of Account Download for any Asset Management Company in India
- Advanced Capital Gain Reports
- Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency
- SIP Report to be informed of your Running and Upcoming SIPs, STPs.
- Insurance list to keep track of premiums to be paid.
- Folio details registered with each AMC.

Calculators and Tools available:

- Retirement Calculator
- SIP Calculator
- SIP Delay Calculator
- SIP Step up Calculator
- Marriage Calculator
- EMI Calculator

What’s new

Version 1.9.2 · Updated August 12, 2026

- Enhanced security with VAPT fixes, SSL Pinning & 2FA - Added Fundsnet Mobile support - Added Contact Us on Sign In & Share Folio Details - Added Custom Period, SIP Delay & Step-Up Calculators - Added Cancel Order in NSE Invest Track Order - Added Last Financial Year export option - Improved Financial Calculators & Goal Reports - Improved MF Central, Portfolio Reports & Sharing - Improved Notifications, Navigation, KYC & Risk Profile - Improved Broker Dashboard & CRM integration

User reviews

Bhavin Rathod
Bhavin Rathod
good service pan india
Ashok Kumar Nanda
Ashok Kumar Nanda
best mutual funds investment app in india. Thanks Wallet4Wealth
nayak_ omprakash
nayak_ omprakash
best financial services and advisory in our country
Sandeep Nanda
Sandeep Nanda
The rating is not just for the app but for the team Wallet4Wealth. As simple this app is for navigating your way through your needs - the same way you get treated by the team. Nothing is hidden - a straightforward, committed and understanding team is what makes this organization great. I have not seen this simplicit...
Tarun Kumar Verma
Tarun Kumar Verma
Best service provider in financial guidance
Ajab Singh Yadav
Ajab Singh Yadav
Very good app for your investments, you will get here sip, lumpsum, emi, retirement calculators etc

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