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Wealth Optima

FIINFRA Finance

"Unlocking Your Financial Potential: Wealth Optima"

Downloads
36+
on Google Play
Price
Free
No in-app purchases
Updated
Mar 13
2025 · v1.2
Get it onGoogle Play See alternatives

Screenshots

  • Wealth Optima screenshot 1
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  • Wealth Optima screenshot 3
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  • Wealth Optima screenshot 5

About Wealth Optima

Wealth Optima is created for mutual fund investors to track and monitor their mutual fund schemes, request for portfolio reports, view transaction details, know upcoming SIPs and much more. This uniquely created app is only restricted to those clients whose MFDs are registered users of Wealth Optima.


Key features of Wealth Optima App:

1. Mutual Fund dashboard
2. Asset-wise Mutual Fund portfolio view
3. Applicant wise portfolio view
4. SIP Dashboard
5. Scheme wise portfolio status
6. Online transaction facility (Exchange integrated)
7. Track NAV for any scheme in your portfolio
8. Email request to receive summary reports

Alternatives to Wealth Optima

Looking for apps like Wealth Optima? Here are 6 similar Android apps on Google Play. The highest rated is OFA Client (3.7/5), and all 6 are free to download.

Wealth Optima vs. alternatives
App Rating Price Installs Last updated Compare
Wealth Optima – Free 10+ Mar 13, 2025
OFA Client 3.7 / 5 Free 1,000,000+ Sep 21, 2026 Compare
Coimbatore Capital – Free 5+ Nov 15, 2023 Compare
SANTOSH BHANDARKAR & CO. – Free 10+ – Compare
OM FINANCIAL SERVICES – Free 1+ Nov 10, 2023 Compare
Finkartz MF Client – Free 10+ Feb 17, 2025 Compare
MRPS Financial Services – Free 5+ Nov 2, 2023 Compare

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