
Free
Rating summary
About
Daulat Wealth is a new-age, full-service private wealth management app built for
India’s wealth creators.
Whether you're checking your portfolio over your morning coffee or reviewing your
long-term plan, the app gives you a clean, real-time view of everything you hold
your mutual funds, insurance, fixed deposits, and NPS, all in one place.
We built this for the way our clients actually live. No noise, no clutter, no pressure to
act. Just a simple, secure way to stay close to your wealth, with your Daulat team
always a message away.
What you can do
See your full portfolio in one place, updated in real time
Track your mutual funds, insurance policies, fixed deposits, and NPS holdings
together
Start an SIP, invest a lump sum, switch, or redeem from your mutual fund
portfolio
Review detailed reports for tax filing, performance, and capital gains
Stay updated through curated insights from the Daulat team
Reach out to your relationship manager directly, whenever you need
Built for our clients, and those exploring what private wealth could feel like
If you're already a client, the app brings everything together in one place. If you're
exploring whether Daulat Wealth might be the right fit, you're welcome to look around
and get in touch.
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What's New in Daulat Wealth
1.0.6
August 27, 2026
Bug fixes and improvements







