Best Sushil Wealth alternatives: apps like Sushil Wealth

0.0(0 ratings)

Free

Orbit - My Investment Manager by URJITA FINANCIAL SERVICES PRIVATE LIMITED

Strong Contender

4.7(3 ratings)

Free

Orbit - My Investment Manager screenshot 1

Orbit - My Investment Manager screenshot 2

Orbit - My Investment Manager screenshot 3

Orbit - My Investment Manager screenshot 4

Orbit - My Investment Manager screenshot 5

Track all your investments, including FDs, direct equity, and PMS, with daily value updates. Access portfolio, capital gain, and transaction statements instantly. Manage insurance policies and PMS/AIF investments seamlessly.

Milestone Financial by MILESTONE FINANCIAL DISTRIBUTION PRIVATE LTD

Worth Considering

0.0(0 ratings)

Free

More apps like Sushil Wealth

Creso Partner

Power your MFD business

OLD BRIDGE MUTUAL FUND

OldBridge

Quick, easy, and secure accessConsolidated portfolio viewEfficient transaction capabilities

Manage your mutual fund investments with a simplified interface and enhanced digital experience. This app offers quick, easy, and secure access to view your consolidated portfolio, transact efficiently, and access essential services like downloading statements and tracking NAV.

by Magnum Equity Broking Limited

me-Trade

Democratizing Angel Investing

Venture Catalysts (Old)

HDFC Deposit Key Partners

by Housing Development Finance Corporation Ltd

Client financial transactionsClient non-financial transactionsDaily transaction alerts

Manage client financial and non-financial transactions, receive daily alerts, and download statements and forms. This tool streamlines client service for financial professionals.

Trade Forex, Stocks & Gold

Tradin: Online Brokerage

Manage multiple demo and live trading accountsMonitor real-time balances and equityAnalyze trading performance and insights

Manage your trading accounts, track performance, and handle deposits and withdrawals seamlessly. This app offers comprehensive account management, real-time analytics, and streamlined verification for traders.

(1)

Advisor X By REDVision

MFD's Trusted Brand

AI-based multi-asset managementMutual fund transaction placementWhatsApp report generation

This AI-powered platform helps financial advisors manage client portfolios, execute mutual fund transactions, and generate insightful reports. It offers tools for portfolio analysis, fund research, and goal tracking, all accessible through a productive dashboard.