Best My Portfolio For Client alternatives: apps like My Portfolio For Client

10+ similar apps compared and reviewed

3.2 avg rating
10 free apps
Updated October 2026

My Portfolio For Client is great, but it's not the only option. Explore 10+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.

Top Alternatives to My Portfolio For Client

myCAMS Mutual Fund App screenshot 1
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myCAMS Mutual Fund App screenshot 6

Manage your mutual fund investments from multiple providers in one place. Perform transactions like purchases, redemptions, and set up SIPs easily. Offers secure login and portfolio tracking for a streamlined investment experience.

What We Love

  • 👍 Easy to use interface
  • 👍 User friendly
  • 👍 Good for tracking investments
  • 👍 Provides day-to-day updates
  • 👍 Good bird's eye view of portfolio
  • 👍 Seamless experience
  • 👍 Useful for long-term investors

Room to Improve

  • 🐛 Frequent bugs and glitches
  • 🐛 Slow load times and login
  • 🐛 App crashes frequently
  • 🐛 Login issues (OTP, Face ID, password)
  • 🐛 Primitive UI design
  • 🐛 Outdated interface
  • 🐛 Poor color contrast (white text on white background)
  • 🐛 Inconsistent performance
  • 🐛 Arrogant call center executives
  • 🐛 Security features are cumbersome (frequent password resets)
  • 🐛 Missing funds in portfolio view

More apps like My Portfolio For Client

4
Wealth Elite
Wealth Elite
Wealth Elite
by RedVision Global Technologies Pvt. Ltd.
Free

This app allows registered investors to manage their wealth by investing in mutual funds, tracking portfolios, and aligning investments with life goals. It offers a paperless process, research-backed portfolios, and features for earning extra returns on idle funds.

Portfolio managementMutual fund investmentWealth tracking
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5
OFA Client
OFA Client
OFA Client
by FFREEDOM INTERMEDIARY INFRASTRUCTURE PRIVATE LIMITED
Free

This app allows mutual fund investors to monitor their portfolios, view transaction details, and track upcoming SIPs. It provides a dashboard for mutual funds and SIPs, with options for asset-wise and applicant-wise portfolio views. The app also offers online transaction capabilities and NAV tracking for schemes.

Mutual Fund dashboardAsset-wise portfolio viewApplicant-wise portfolio view
💰 Finance
(17)
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6
My Funds - Portfolio Tracker
My Funds - Portfolio Tracker
My Funds - Portfolio Tracker
by QTech Solutions Pty Ltd
Free

Monitor your Indian stock and mutual fund investments effortlessly. Input your transactions to view portfolio performance, charts, and overall profit/loss. Data can be exported and imported, with daily automatic updates.

Track Indian stocks and mutual fundsView portfolio performanceStock and NAV charts
💰 Finance
(50)
free
7
goMF by MF Utilities
goMF by MF Utilities
goMF by MF Utilities
by MF UTILITIES INDIA PRIVATE LIMITED
Free

Facilitates seamless mutual fund transactions for distributors and investors in India. Initiate purchases, redemptions, and various systematic investment plans on the go. Requires login credentials and a Common Account Number (CAN) for investors.

Initiate purchases and redemptionsManage systematic investmentsTrack submitted orders
💰 Finance
(3)
free
8
My-Wealth
My-Wealth
My-Wealth
by Fintso
Free

This app provides comprehensive investment and financial planning tools. Manage your entire portfolio, track various asset types, and plan for future goals with personalized tools and alerts.

Seamless investment transactionsComprehensive portfolio viewInvestment tracking via eCAS upload
💰 Finance
(191)
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9
CDSL MyEasi App
CDSL MyEasi App
CDSL MyEasi App
by CDSL
Free

Manage your investment holdings and transactions with ease. This app allows registered users to securely view detailed information about their securities and execute trades directly from their mobile device.

View holding detailsView transaction detailsExecute transactions
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(8)
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10
Motilal Oswal MF, PMS and AIF
Motilal Oswal MF, PMS and AIF
Motilal Oswal MF, PMS and AIF
by Motilal Oswal Asset Management Ltd
Free

Invest in mutual funds with ease using this comprehensive app. Access market insights, track your portfolio performance, and seamlessly execute transactions like SIPs and redemptions. Designed for both new and experienced investors.

Access market insights and expert contentTrack portfolio performance and returnsSeamlessly invest, redeem, and switch schemes
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(13)
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