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About Wealthbid

Wealthbid is a app brought to you by Wealthbid.

This App is for Investors to track their Investment Portfolio and know about Wealthbid.

Products covered include Mutual Funds & Equity Shares.

Key Features:

1. Family Portfolio - Check updated Family Portfolio.
2. Applicant Portfolio - Check updated Applicant wise Portfolio.
3. Asset Allocation - Get the details of your Net Worth and its composition.
4. Sector Allocation - Get to know sector-wise allocation of your investment.
5. Scheme Allocation - Total exposure in different schemes and its current value.
6. Last Transaction - Check your last 10 Transactions which have done.
7. One Day Change - Check how your Schemes performed yesterday.
8. Latest NAV - Track the NAV for any schemes.
9. Scheme Performance - Check the Top Performing Scheme based on returns.
10. By Folio - Check your scheme-wise and folio wise balance units and current values.
11. Tools - Contains different financial calculators for your help.

PS: To access portfolio in this app you must have Online Portfolio Viewer Account provided by Wealthbid 

To get an account with us please email us at [email protected]

What’s new

Version 2.5.3 · Updated October 29, 2026

- Revamped Investor and Advisor Dashboards - Calendar added; AUM Reports moved to Menu - Portfolio revamped with Active Units XIRR - Reasons to Connect added to Advisor Dashboard - Baskets live for NSE and MFU users - Support chatbot added - CAMS SOA Request now working - Fixed multiple users registered error on mobile login - Calculators revamped - Managed/External filter added to Portfolio and Investor Dashboard - Improved app stability, performance

User reviews

A Google user
A Google user
Excellent app. One stop solution.......
A Google user
A Google user
One stop solution for all Investment and Insurance Need.

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