Best apps like Purohit Associates

Advisor X By REDVision

MFD's Trusted Brand

Free

This platform empowers financial advisors with AI-driven tools for managing client portfolios. It facilitates mutual fund transactions, generates instant reports via WhatsApp, and provides in-depth portfolio analysis. Advisors can also access research tools and track client financial goals.

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.

HDFC MF Online Partners

Mutual Fund, SIP, Tax, Lumpsum

Free

This official application allows HDFC MF partners to manage investor transactions, send statements, and review business performance. It provides a convenient way to handle mutual fund activities on the go.

SIP/SWP Calculator

SIP/SWP Invest planner calci

Free

This financial planning tool helps users calculate potential returns for Systematic Investment Plans (SIP) and Systematic Withdrawal Plans (SWP). It's designed for investors of all levels to make informed decisions and optimize wealth creation.

Moni Note • Expense Tracker

Track Expenses & Income

Free

Easily track your income and expenses with an intuitive interface. Automatically categorize spending, secure your data with cloud backup, and sync across devices. Take control of your finances with smart tools.