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Wealth Direct

Wealth Direct

by WealthDirect Portfolio Private Limited

0 ratings
3 reviews
💼 Business
💰 Finance
Free

Details

  • Released
  • Updated
  • October 29, 2017
  • April 21, 2026

Features

Developer

WealthDirect Portfolio Private Limited
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Wealth Direct screenshot #1 for iPhone
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About

This app helps users plan and invest in mutual funds to achieve their financial goals. It offers tools for calculating life goals, investing in various fund types, and tracking portfolio performance. Users can also consolidate all their investments in one place.

✓Goal-based financial planning
✓Mutual fund investment
✓Portfolio performance tracking
✓SIP calculator
✓Life goal calculation
✓Consolidated investment view
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What's New in Wealth Direct

2.0.12

April 21, 2026

-Update new features and optimised app performance.

User reviews

Most RecentHighest RatedLowest Rated

Exceptionally the Best!

I want to express my heartfelt appreciation for the exceptional personal financial management services WealthDirect has provided. Their team's dedication, professionalism, and personalized approach have made a significant impact on my financial journey. Thanks to their guidance, I now feel more secure about my future and confident in reaching my financial goals. Their commitment to transparency and reliability sets them apart, and I am truly grateful for the positive outcomes of their services have brought into my life. Thank you for being a trusted partner in my financial success.
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Shalabh VarshneyShalabh Varshney

Excellent app

I have been associated with WealthDirect for last 4 years, extremely professional team with a tinge of personal touch that they brings. Their guidance and follow up actions on decisions are immaculate. WealthDirect has a very responsive support team. I am delighted and satisfied with their management of my portfolio.
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Revati RamesanRevati Ramesan

excellent app fully satisfied with app

very good application for tracking the our investment and folio easy and quickly and it very easy to use and understanding.
sumitt..sumitt..

FAQ

What types of financial goals can Wealth Direct help me plan for?

Wealth Direct assists in planning for various life goals including child education, retirement, insurance, marriage, vacations, and house planning with an EMI calculator. It also includes a specific SIP calculator to help you plan your savings.

What mutual fund categories can I invest in through Wealth Direct?

You can invest in a wide range of mutual funds, including ELSS (tax saving), Balanced Funds, Retirement Funds, Children Funds, Monthly Income Plans, Debt/Fixed Income Funds, and Equity Mutual Funds.

How does Wealth Direct ensure the security of online transactions?

The WealthDirect platform is integrated with NSE NMF 2, ensuring smooth and 100% secured online transactions for your mutual fund investments. This integration is designed to protect your financial data.

Can I track investments made outside of mutual funds using Wealth Direct?

Yes, investors can enter details in the web version and track a consolidated view of all their investments, including PPF, post office schemes, equity, real estate, gold, and mediclaim, all within a single unified login via the mobile app.

Is Wealth Direct available on multiple platforms?

Wealth Direct is available on iOS devices, specifically for iPhone, iPad, and iPod. The app is designed to provide a seamless experience across these Apple devices.

How frequently is Wealth Direct updated?

The app was last updated on March 5, 2026, with version 2.0.11. This indicates regular updates to improve functionality and add new features, ensuring the app remains current.

What is the age rating for Wealth Direct?

Wealth Direct has an age rating of 17+. This suggests that the content and features are considered appropriate for mature users who can understand financial concepts.

Does Wealth Direct have ads?

No, Wealth Direct does not contain advertisements. As a free application, it provides an ad-free experience to its users, allowing for uninterrupted financial planning and investment.