Planwise Consultants

About Planwise Consultants

Planwise Consultants is an all-in-one finance management app that simplifies your investment journey. With a user-friendly interface and interactive features, it's the perfect solution to organize your personal finance. The app is designed with security in mind, offering biometric authentication measures like fingerprint and face detection unlock, along with a PIN for additional security.

Planwise Consultants allows you to manage your mutual fund portfolio with ease. You can view all transactions, SIPs, and factsheets of different mutual funds. The app also simplifies online investment account creation, making it possible to set up an account within five minutes. You can complete the entire transaction journey within the app, without having to authenticate the transaction from email. Additionally, mandate authentication can be completed within two minutes.

With 20+ asset classes available to manage your portfolio, including stocks, insurance, fixed income, commodities, real estate, NPS, small savings schemes, and loans, Planwise Consultants makes portfolio management a breeze. Detailed information is provided for each asset, and you can easily add, edit, or delete them.

The app's interactive goal planning module allows you to check your financial goals' progress. The profile page brings all profiling related information together in one place, including personal data, online investment account onboarding, and mandate related information. With Planwise Consultants, you can get better organized in personal finance and invest in mutual funds effortlessly.