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Screenshots

  • WMG Wealth: Mutual Funds screenshot 1
  • WMG Wealth: Mutual Funds screenshot 2

About WMG Wealth: Mutual Funds

WMG is a comprehensive solution that caters to all your wealth management requirements. With its cutting-edge application, you can effectively manage your entire financial portfolio, which includes Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance.

The app's salient features include a detailed report that encompasses all your assets, easy login via your Google email id, transaction statement of any period, advanced capital gain reports, and a one-click statement of account download for any Asset Management Company in India.

You can also invest online in any mutual fund scheme or new fund offer and track all orders until the allotment of units to ensure complete transparency. Furthermore, the SIP report keeps you informed of your running and upcoming SIPs and STPs, and an insurance list helps you keep track of premiums to be paid. The app also provides folio details registered with each AMC.

WMG also offers several calculators and tools, such as a retirement calculator, SIP calculator, SIP delay calculator, SIP step up calculator, marriage calculator, and EMI calculator.

What’s new

Version 1.4.9 · Updated August 13, 2026

- Enhanced security with VAPT fixes, SSL Pinning & 2FA - Added Fundsnet Mobile support - Added Contact Us on Sign In & Share Folio Details - Added Custom Period, SIP Delay & Step-Up Calculators - Added Cancel Order in NSE Invest Track Order - Added Last Financial Year export option - Improved Financial Calculators & Goal Reports - Improved MF Central, Portfolio Reports & Sharing - Improved Notifications, Navigation, KYC & Risk Profile - Improved Broker Dashboard & CRM integration

User reviews

Panindra Murthy
Panindra Murthy
lovely design of the app. it is simple and effective, gives a very simple UI to understand and track all our investments and assets at our finger tips.

Alternatives to WMG Wealth: Mutual Funds

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