Portfolio Tracker - Wealthy Cover
Portfolio Tracker - Wealthy Icon

Portfolio Tracker - Wealthy

Version: 1.2.33
Package: in.wealthy.android.wealthy

Size: 46.6 MB

Rating: 0/5

Last Updated: 2024-04-19 09:22:29

Changes 1.2.33 : - Proposals listing feature added

- Phone Login feature added

- Portfolio changed popup crash fix

- Portfolio tracker bug fix

APK Description:

is a completely free and automated Mutual Fund Tracker / Investment Tracker / Portfolio Tracker / Wealth Tracker and Wealth Management App.
With our Mutual Fund Tracker App you can track and manage all your mutual fund investments and stocks investment in real-time across your family members. We support all Indian mutual funds (Equity Funds, Debt Funds, Hybrid Funds)
Our Mutual Fund tracker uses machine learning algorithms and gives you an in-depth analysis of your investments like asset allocation across classes, insights on your holding period, investment strategy and recommendations.
At Wealthy, privacy and security is of utmost importance. That’s why we are hosted on a Private Network, Use bank grade encrypted storage and our Portfolio tracker App has passed all Google’s Security Audits. It’s 100% safe and secure!
That’s not all. With Wealthy’s Mutual Fund tracker can do so much more:
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Automatically consolidate and manage all your (& your Family Member’s) mutual fund portfolio in one place.
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See an in-depth summary of your mutual fund investments across all asset classes.
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Book appointments with trained Financial Advisors to discuss all your financial needs.
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Invest in research-backed and curated mutual fund portfolios fitting your Investment strategy.
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We manage your wealth based on a strategy tailored to your needs. Advanced SIP is tailored for those who are looking for a long-term wealth creation portfolio.
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Our Tax saver portfolio is eligible under section 80C of income-tax act. The Tax Saver Portfolio consists of best performing ELSS mutual funds for maximum tax benefits.
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Achieve your desired asset allocation by systematically switching funds periodically in your mutual fund portfolio while maintaining higher returns.
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We analyze over the 10 years of mutual fund data and curate nine different mutual fund portfolio strategies that provide best returns while protecting your wealth.
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Diversify your mutual fund portfolio with debt funds and add a cushion to your portfolio with high quality funds for future market uncertainty.
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Choose your mutual fund investment strategy and Invest monthly (SIP) or one time Lump Sum.
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Our research team and finance experts make sure you get maximum return on your mutual fund investments.
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You can withdraw any investments made with Wealthy and will get your money in your account in 3 working days.
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Your money goes directly to Fund houses so it’s completely safe to invest.
“Wealthy.in is leveraging technology to make the investing process paperless” -
“Wealthy has cracked the algorithm to identify investment options that are tailor-made to address individual needs” -

Download APK Google Play