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Screenshots

  • JRS Wealth screenshot 1
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  • JRS Wealth screenshot 4

About JRS Wealth

My Planner is an all-in-one personal finance app that simplifies mutual fund management. With an amazing user interface and interactive features, you can seamlessly manage your mutual fund portfolio, view all transactions and SIPs, search for various baskets and compare different mutual funds, and check their factsheets. The online investment account creation process is simplified to just 5 minutes, and you can complete the whole transaction journey within the app without having to authenticate the transaction from email. Additionally, mandate authentication can also be completed within the app and can be activated within 2 minutes. With My Planner, you'll be able to get better organised in personal finance and ensure your mutual fund investments are on track.

What’s new

Version 16.0.0 · Updated April 1, 2026

verson update and bugs fix

App privacy

The developer, JRS Wealth, reported these privacy practices to Apple.

Data Not Collected

The developer does not collect any data from this app.

Alternatives to JRS Wealth

Looking for apps like JRS Wealth? Here are 6 similar apps on the App Store. The highest rated is CITICS Forum (5.0/5), and all 6 are free to download.

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