About
Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track historical performance, download transaction statements, and invest online. Includes helpful calculators for retirement, SIP, and EMI.
What's New in Mentor Wealth
5.3.4
May 12, 2026
- Added CRM module in Broker Dashboard - Implemented digital accessibility (RPwD compliant) - Enabled Step-Up SIP in order placement (NSE Invest) - Integrated NSE NACH Bank API - Introduced Dark Theme - Enabled multi-language support - Added font size customization - Updated NAV Lookup & Factsheet (Mobile) - Improved transactions pagination - Fixed Portfolio as on Date - General bug fixes & performance improvements
MoreFAQ
What types of assets can I track with Mentor Wealth?
Mentor Wealth allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a consolidated view of your entire financial holdings.
Can I invest directly through Mentor Wealth?
Yes, you can invest online directly through Mentor Wealth in any mutual fund scheme or New Fund Offer. The app tracks all your orders until the allotment of units, ensuring complete transparency.
Does Mentor Wealth offer any financial planning tools?
Mentor Wealth includes several useful calculators and tools to aid in financial planning. These include a Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator.
How does Mentor Wealth handle security?
The app offers easy login via your Google email ID, leveraging Google's security protocols for account access. Specific details on encryption and data protection beyond this are not provided in the description.
What is the update frequency for Mentor Wealth?
The app was last updated on May 12, 2026, indicating recent development activity. While specific update frequency isn't detailed, this suggests ongoing maintenance and feature additions.
Is Mentor Wealth available on Android devices?
Yes, Mentor Wealth is supported on iPhones and iPads. Information regarding Android device compatibility is not explicitly stated but is common for finance apps.
What do users like about Mentor Wealth?
Based on the single rating of 5.0 stars, users likely appreciate its comprehensive portfolio tracking and investment features. The ease of use and inclusion of various financial calculators are also probable highlights.
Does Mentor Wealth have ads?
No, Mentor Wealth does not contain advertisements. The app is free to use without any ad interruptions.
