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About Being Wealthy by VM Associates

Being Wealthy by VM Associates is one-stop shopping for all your Financial needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets: * Mutual Funds * Equity Shares * Bonds * Fixed Deposits * PMS * Insurance Key Features: * Complete Portfolio report download including all assets. * View historical Performace of your Portfolio easily * Transaction statement of any period * 1 Click Statement of Account Download for any Asset Management Company in India * Advanced Capital Gain Reports * Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency * SIP Report to be informed of your Running and Upcoming SIPs, STPs. * Insurance list to keep track of premiums to be paid. * Folio details registered with each AMC. Calculators and Tools available: * Retirement Calculator * SIP Calculator * SIP Delay Calculator * SIP Step up Calculator * Marriage Calculator * EMI Calculator

What’s new

Version 2.0.1 · Updated August 19, 2026

- Enhanced security with VAPT improvements & 2FA - Added Fundsnet Mobile support - Added Contact Us on Sign In & Share Folio Details - Added Custom Period, SIP Delay & Step-Up Calculators - Revamped Financial Calculators & improved Goal Reports - Improved MF Central, Portfolio Reports & Navigation - Improved Notifications, Multi-language, KYC & Risk Profile - Improved CRM integration & Dashboard experience - Performance improvements with bug & crash fixes

App privacy

The developer, VISHAL MODI ASSOCIATES LLP, reported these privacy practices to Apple.

Data Not Collected

The developer does not collect any data from this app.

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