Wealth Optima
10+
Downloads
Everyone
info
About this app
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
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
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
No data collected
Learn more about how developers declare collection
Data is encrypted in transit
