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Mentor Wealth

Mentor Wealth

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📦~ in 2 months
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All Versions of Mentor Wealth

3.2.5

May 29, 2024

- Improved My Journey So Far - Improved Client Search - Added AMFI Regd. MFD - Improved Fund Picks - Fixed Address Screen Issue - Resolved Crashes - General Update
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3.2.2

April 1, 2024

- Login Via Mobile OTP - Introduced New Goal Module with Add / Edit / Map Folio - Improved Login / Forgot Password / Reset Password / Signup Screens - Improved Transaction Filter - Improved My Orders - Resolved Login Issues - Resolved Crashes - General Update
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3.1.8

December 21, 2023

Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active Insurance Policies, Fixed Crashes
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3.1.6

November 10, 2023

Improved Portfolio Screens, BSE Order Authentication for Individual & Joint Holders, BSE Order Authentication from My Orders Menu, Added Total SIP in My SIP Menu, Added User Profile Screen, New & Improved Top SIP Schemes, Given Physical & NACH option in BSE Mandate, Improved My Orders for Multi Exchange, Fixed Broker Profile Issue, Fixed MFU New Invest Issue, Fixed My Transactions Issues,Search Scheme, Document Upload, Contact No. & FAQ Tab issue, Factsheet Holdings Issue
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3.1.4

September 24, 2023

Improved Portfolio Screens, BSE Order Authentication for Individual & Joint Holders, BSE Order Authentication from My Orders Menu, Added Total SIP in My SIP Menu, Added User Profile Screen, New & Improved Top SIP Schemes, Given Physical & NACH option in BSE Mandate, Improved My Orders for Multi Exchange, Fixed Broker Profile Issue, Fixed MFU New Invest Issue, Fixed My Transactions Issues,Search Scheme, Document Upload, Contact No. & FAQ Tab issue, Factsheet Holdings Issue
More

3.1.1

July 7, 2023

Order Authentication in New Purchase & Additional Transactions, Improved Onboarding Flow in BSE / NSE / MFU, Fixed SOA Download Issue, Improved Screen in Other Assets, Fixed Top Schemes Filter, Fixed Funds Picks Filter, Fixed Risk Profile Issue, Fixed Contact us Screen, Fixed NFO Crash, Fixed Document Upload Issue, Fixed Nominee Authentication, Improved UI Screens, Resolved Various Crashes, Other Crash & Bug Fix, General Update
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3.0.5

April 3, 2023

Added My Journey So Far, As-on-Date on Dashboard, Improvement ELSS Download, MFU Nominees Authentication, BSE Nominees Authentication, Fixed KYC Location Issue, Issue of MFU onboarding, BSE Document Upload Issue, Notification Counter Issue, ARN Selection Issue in NSE, Dividend Report Issue, Other Crash & Bug Fix, General Update
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3.0.2

November 28, 2022

Investment Profile Create in Broker Login,Investment Return & One Day Change Percentage in Dashboard, Separate Section for Market Update on Home, Resolved Issue in Email Portfolio Valuation & Summary Report, Resolved App Crash on few Screens, Resolved Client Search Refresh Issue in Broker Login, Resolved Mandate Selection Issue in few cases, Improvement on few screens, Other Improvement on UX, General Update
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3.0.1

October 8, 2022

- Complete Portfolio report download including all assets. - View historical Performance 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 - 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.
More

2.16

July 27, 2022

1. Share Button bug fixes.

Price History of Mentor Wealth

Description of Mentor Wealth

Mentor Wealth is one-stop shopping for all your investment 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 - Easy login via your Google email id. - 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
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Mentor Wealth: FAQ

Can Mentor Wealth support iPad devices?

Yes, Mentor Wealth can support iPad devices.
The Mentor Wealth app was built by MENTOR FUNDS DISTRIBUTORS PRIVATE LIMITED.
Your iOS device must have at least iOS 15.0 installed to use the app.
The Mentor Wealth app doesn’t have enough ratings and reviews yet.
Mentor Wealth Relates To The Finance App Genre.
The latest version of the Mentor Wealth app is 3.2.5.
Mentor Wealth updated its app on July 4, 2024.
The release date of the app was February 5, 2023.
This app is rated for ages 17 and up, and contains mature themes or intense violence.
The following list of languages is supported by the Mentor Wealth app: English.
No, Mentor Wealth is not on Apple Arcade.
No, Mentor Wealth does not support in-app purchases.
No, Mentor Wealth does not provide support for Apple Vision Pro.

Screenshots of Mentor Wealth

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ipad

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