# Wealth Direct > Financial planning and mutual fund investment app for goal achievement. (iPhone/iPad app by WealthDirect Portfolio Private Limited.) - Source: https://appshunter.io/ios/app/wealth-direct/id1301283815 (this page in markdown: same URL + `.md`) - Developer: [WealthDirect Portfolio Private Limited](https://appshunter.io/developer/1301283814) - Category: Business, Finance - Price: Free - Age rating: 17+ - Requires: iOS 15.1 · 32 MB - Languages: English - Released: 2017-10-29 - Data updated: 2026-06-04 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/wealth-direct/id1301283815/reviews.md ## What is Wealth Direct? WealthDirect is among India's Top Financial Planning & Mutual fund app to plan,invest and track your mutual fund portfolio at your fingertips. It's a goal-based investment app created with an objective of helping millions of Indians to achieve financial goals of their life. A goal can be made specific if you ask yourself questions such as: • For whom is this goal? • Why do you need to accomplish this goal? • What is it that you need to achieve precisely? • When will the goal materialize? • What are the necessities and conditions to achieve it? Everyone has financial goals even though we don’t really call them as “goals”. When asked what their financial goals are, most people tend to keep it simple by replying that they just want to become rich. So becoming rich is not a smart financial goal. It is just a wish or a desire of the heart. Smart financial goals would enable you to not only become rich but will also help you to accomplish your other necessities. S.M.A.R.T stands for Specific, Measurable, Adjustable, Realistic and Time- Based. Setting Financial goals will give you an insight of yourself and what you can achieve. You will see your dreams and aspirations come into reality by taking small steps towards them. And setting S.M.A.R.T goals will help you to discriminate real needs from daydreams. WealthDirect App Helps user - 1.Calculate their Life Goals. a.Child Education Planning b.Retirement Planning c.Insurance planning d.Monthly Income Planning e.SIP Calculator f. Marriage Planning calculator g.Vacation planning calculator h.House planning / EMI Calculator 2.Invest online in Mutual Fund WealthDirect Platform is Integrated with NSE NMF 2 For smooth and 100% Secured online Transactions.User Can do online investment at one go and SIP as per their convenience. a. ELSS Funds ( Tax saving Mutual fund ) b. Balanced Fund ( hybrid Fund ) c. Retirement Funds d. Children Fund ( Child Plans Funds ) e. Monthly Income Plan Funds F. Debt / Fixed Income Funds g. Equity Mutual Funds 3.Track the Performance of Portfolio & Goal Achievement Status 4. Investor can enter details in web version and track consolidated view of all investments like PPF , Post office schemes,Equity,Real Estate,Gold,Mediclaim ,Life Insurance etc in a Single Unified Login via mobile app. Top Searches Mutual Funds India | Mutual Fund advisor Delhi NCR | Best SIP Investment App | Top Mutual Funds | Best Retirement Plans | Best Child Education Plans | Best SIP 2018 | SIP Investment | Best SIP Plans | Best Mutual Funds | India's Best Advisor app | Goal Based Planning | Tax Planners | Best Mutual Fund Calculators | Best Tax saving Plans Mutual fund NAV List of Top MF List of Mutual Funds schemes available - SBI Mutual Funds Reliance Mutual Funds Tata Mutual Fund Franklin Mutual Fund Axis Mutual Fund Aditya Birla Mutual Fund DSP Mutual Funds IDFC Mutual Fund Kotak Mutual Fund L&T Mutual Fund Mirae Mutual Fund Sundaram Mutual Fund Tata Mutual Fund UTI Mutual Fund Principal Mutual Fund BNP Paribas Mutual Fund Motilal Oswal Mutual Fund Invesco Mutual Fund Trusted Investment Platform WealthDirect Investors Trust our App More than Moneycontrol,Valueresearch,ET Money, Fundsindia,Mysip Online ,MyCams ,Scripbox,Investica,NSE NMF 2,BSE STARMF Please note that this is a Goal Analysis & Tracking Report NOT a 'financial plan'. This is also NOT an 'Investment Advice' and is strictly for general information only. SEBI (Investment Adviser) Regulations, 2013 require that financial planning and investment advice can only be done by registered /certified financial planners and registered "Investment Advisers". The Investment Need Assessment is the result of system tool developed to find results required to meet financial projections. The same is done to aid our primary business of financial products distribution and the service is supplementary /secondary in nature. ## Key features - Goal-based financial planning - Mutual fund investment - Portfolio performance tracking - SIP calculator - Life goal calculation - Consolidated investment view ## Recent user reviews (3 of 3) All indexed reviews: https://appshunter.io/ios/app/wealth-direct/id1301283815/reviews.md ### 5/5 — Exceptionally the Best! *2023-08-05, version 2.0.5* 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. ### 5/5 — Excellent app *2022-01-18, version 2.0.2* 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. ### 5/5 — excellent app fully satisfied with app *2021-10-19, version 2.0.1* very good application for tracking the our investment and folio easy and quickly and it very easy to use and understanding. ## Frequently asked questions about Wealth Direct ### 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. ## Version history (last 5 releases) ### 2.0.12 — 2026-04-21 -Update new features and optimised app performance. ### 2.0.11 — 2026-03-05 -Update new language feature and optimised performance. ### 2.0.10 — 2025-12-22 -Update features and optimised performance. ### 2.0.9 — 2025-08-21 -Update features and optimised performance. ### 2.0.8 — 2025-07-11 -Update features and fix issues. ## Apps similar to Wealth Direct | App | Rating | Price | Category | | --- | --- | --- | --- | | [DealConverter - AI Powered CRM](https://appshunter.io/ios/app/dealconverter-ai-powered-crm/id6747080330) | — | Free | Business | | [SRatan Capital](https://appshunter.io/ios/app/sratan-capital/id6444302452) | — | Free | Business | | [MS ADS Audit App](https://appshunter.io/ios/app/ms-ads-audit-app/id1659994951) | — | Free | Business | | [Pocket Business Coach](https://appshunter.io/ios/app/pocket-business-coach/id1559449470) | 5.0 (2) | Free | Business | | [HVAC Coach Pro](https://appshunter.io/ios/app/hvac-coach-pro/id6470131923) | — | Free | Business | --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-04.*