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Wealth Optima

FIINFRA Finance

"Unlocking Your Financial Potential: Wealth Optima"

Downloads
1+
on Google Play
Price
Free
No in-app purchases
Updated
Nov 10
2023 · v1.1
Get it onGoogle Play See alternatives

Screenshots

  • Wealth Optima screenshot 1
  • Wealth Optima screenshot 2
  • Wealth Optima screenshot 3
  • Wealth Optima screenshot 4
  • 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
Wealth Optima – Free 1+
OFA Client 3.7 / 5 Free 100,000+
Coimbatore Capital – Free 5+
SANTOSH BHANDARKAR & CO. – Free 10+
OM FINANCIAL SERVICES – Free 1+
Finkartz MF Client – Free 1+
MRPS Financial Services – Free 5+

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