Free
⭐️2.3 / 5
Rating
🙌15
Ratings
📼4 scs
Content
📦w/o updates
Updates frequency
- Versions
- Price History
- Description
- FAQ
All Versions of My
2.19
May 11, 2022
Bug Fixes and Enhancements
2.17
January 7, 2022
Brand new app with enhanced portfolio view and refined GUI for better user experience and performance.
More2.16
August 11, 2020
# Bug fixes and some minor enhancements
2.15
June 8, 2020
# Insurance Summary - New Widget
# Cash Flow - New Widget
# Premium Calendar - New Widget
More2.13
March 30, 2020
# Bug fixes and minor enhancements
2.12
December 26, 2019
# Enhancements in Video KYC Process
# Bug Fixes and few other enhancements
More2.11
July 7, 2019
# Bug Fixes
2.9
June 25, 2019
# Enabled Video KYC feature
# Bug fixes and minor enhancements
2.8
March 27, 2019
1. Add on On-boarding Module
2. Bug fixes and Minor Enhancements
2.3
July 24, 2018
Add Fund Category (Hybrid) In MF Portfolio,Gain loss, Asset Allocation.
MorePrice History of My
Description of My
Investment Portfolio App for customers of WealthMagic registered Financial Advisors.
MyWealth is a state of the art investment & insurance portfolio management app which a financial advisor can provide to his customers (please note that your advisor must be a registered user of WealthMagic)
With MyWealth app, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss.
Here are some of the many features of the MyWealth app:
• Get a summary view of the current status of your investments across asset classes
• Get a summary view of the insurance cover of all members in your family
• Drill down to full detail
• View Upcoming portfolio events
• Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc.
• Buy / Redeem / Switch Mutual Funds online from any AMC
• Get best in the class MF advisory
• Raise a service ticket to your advisor
• Host of useful financial calculators to help you plan your short term and long term financial goals
• Digital Vault – access your important documents anytime from your Smartphone
• Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc.
• Track small saving investments like PPF, NSC, KVP, FD, RD etc.
• Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.
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My: FAQ
My isn’t available on iPad devices.
The My app was created by Adapt Fintech Advisors Private Limited.
The minimum iOS requirement for the app is 11.0 or higher.
The current user rating of the My app is 2.3
The App Category Of My Is Finance.
2.19 is the current version of My.
The latest My update was released on July 1, 2024.
The My app originally came out on February 5, 2023.
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Currently, My supports .
No, My is not featured on Apple Arcade.
Unfortunately, users cannot make in-app purchases within My.
Sorry, My is not designed for integration with Apple Vision Pro.