WEALTH PLANNER
The Wealth Portfolio App Finance
Destination to track all investments in MF and transact online.
- Downloads
- 213+
- on Google Play
- Price
- Free
- No in-app purchases
- Updated
- Sep 23
- 2026 · v0.0.4
Screenshots
About WEALTH PLANNER
Key Features-
· Transact Online
· View Investments Across All Assets Classes, AMC wise and Family wise
· Recent Transactions for MF
· Check Holding Report for MF
· Factsheet
· Recommended Funds
· Market View - News and Videos
· Schedule tasks for your Advisor
· Alerts - SIP Expiry, SIP Bounced, SIP Terminated.
· Calculators
· E-locker facility to save all your personal documents and insurance policy copies.
· Transact Online
· View Investments Across All Assets Classes, AMC wise and Family wise
· Recent Transactions for MF
· Check Holding Report for MF
· Factsheet
· Recommended Funds
· Market View - News and Videos
· Schedule tasks for your Advisor
· Alerts - SIP Expiry, SIP Bounced, SIP Terminated.
· Calculators
· E-locker facility to save all your personal documents and insurance policy copies.
Alternatives to WEALTH PLANNER
Looking for apps like WEALTH PLANNER? Here are 6 similar Android apps on Google Play. All of them are free to download.
| App | Rating | Price | Installs | Last updated | Compare |
|---|---|---|---|---|---|
| WEALTH PLANNER | – | Free | 100+ | Sep 23, 2026 | |
| Padam Finance | – | Free | 100+ | May 9, 2023 | Compare |
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| INVESTWINGS | – | Free | 100+ | Aug 25, 2026 | Compare |
| MoneyCare Guru | – | Free | 1,000+ | Mar 6, 2020 | Compare |
| BRIGHT WEALTH | – | Free | 10+ | May 26, 2023 | Compare |
| SAMPY ROY | – | Free | 100+ | May 13, 2025 | Compare |
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