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Wealthvisor

The Wealth Portfolio App Finance

Destination to Track all Investments in MF and Transact Online in MF.

Downloads
50+
on Google Play
Price
Free
No in-app purchases
Updated
May 17
2023 · v1.9
Get it onGoogle Play See alternatives

Screenshots

  • Wealthvisor screenshot 1
  • Wealthvisor screenshot 2
  • Wealthvisor screenshot 3
  • Wealthvisor screenshot 4

About Wealthvisor

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

User reviews

A Google user
A Google user
It's a nice app which gives an holistic view of all your Mutual Fund investments. You can easily track your profit on a daily basis which I found the best. You can also add multiple accounts. It gives an option to invest directly through the app. There multiple calculators to help with Goal based planning
A Google user
A Google user
A good mutual fund investments. Helps me keep track of the market and my investments. Keeps me help make my goal based investments.. Good attention from the advisor on personal needs of my goal
A Google user
A Google user
Very good app to track my investments.. helpful & correct advise from developer time to time with personal attention.. Thank you wealthvisor
A Google user
A Google user
Excellent app, neat and clean calculations, very good support by wealthvisor firm for your financial needs.
A Google user
A Google user
Good app to see my financial situation. The firm gives special attention to all the clients. Also very approachable and kind in understanding my needs. Thank you wealthvisor

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