Free

Details

Released
July 28, 2020
Updated
October 27, 2026

Features

Wealth Elite screenshot #1 for iPhone
Wealth Elite screenshot #2 for iPhone
Wealth Elite screenshot #3 for iPhone
Wealth Elite screenshot #4 for iPhone
Wealth Elite screenshot #5 for iPhone
Wealth Elite screenshot #6 for iPhone
Wealth Elite screenshot #7 for iPhone
iphone
ipad
🖼️Get Icon
Icons↘︎

About

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 a feature to earn extra returns on idle cash.

✓Portfolio tracking and management
✓Invest in mutual funds
✓Research-backed investment options
✓Earn returns on idle cash
✓Paperless investment process
✓Goal-based investment mapping
Show original description
+1

What's New in Wealth Elite

3.1.9

October 27, 2026

*New Features & Enhancements: Elevate Your Experience with Our Latest Update:* - Portfolio Refresh Made Easy! — Refresh your external portfolio with MF Central (if enabled by your MFD) - Introducing Finsire as a new LAMF partner, along with an enhanced dashboard for a smoother experience - Know Your Scheme Better! — Explore detailed scheme factsheets right in the app to make more informed investment decisions - Accessibility improvements for SEBI compliance. - Loan Management is Here! - Track and manage your loans seamlessly, all within the app. - Enhanced Security - Added Security Questions for an extra layer of account protection. - Daily SIP Investments - You can now start and manage Daily SIPs with ease. - Seamlessly access all exchanges — BSE, NSE & MFU — right at your fingertips! - Now transact smarter with the all-new BSE 2.0 available in the Transact section. - SIP Step-Up Now Available – Grow your investments automatically while starting a new SIP on NSE. - Top Up Your Existing SIP – Easily boost your ongoing NSE LIVE SIP anytime. - Investment Performance Graph – View your portfolio growth with a clear, interactive performance chart. - Download Wealth & P&L Reports – Instantly download your detailed Wealth Report and Profit & Loss statement anytime. - We’re excited to introduce multilingual support in 9 Languages.

More

User reviews

A suggestion for developers of this app!

The MF portfolio page shows the total investments so far including MFs with active SIPs and MFs with lumpsump investments. There is no way of differentiating these two. Although there is a dedicated page for Live SIPs but it should also be visible in my MF portfolio page. There should be a mark or a way to identify the mutual funds in which my live SIPs is going on in the MF portfolio page itself. It will enhance the UX.
Show more

Removed Day Change from Dashboard

A big thumbs down for removing the Day Change data from Dashboard, removing the most important metrics for investors is a huge a disappointment in the name of performance improvements, it has certainly resulted in a bad customer experience and to make it worse, user has to navigate through multiple options to get the data, I haven’t found the option which shows this metric yet.
What also bothers me is the preview images on search of this App in the App Store still shows this metric in the dashboard image which I feel in unethical and misleading users.
Show more

Exceptional Wealth Management Partner – Wealth Elite

“Wealth Elite has been a trusted partner in my financial journey. Their dedicated management of my SIP investments, timely guidance, and personalized attention have helped me build wealth with confidence. I highly recommend their services to anyone looking for professional and dependable wealth management.” – Sanjay Shankla
Show more

Great app

Well developed app and investment system. Helps me monitor my investments and very easy to use …

The app is asking to update

The app isn’t opening and asking to update although it is already updated to the latest version. Clicking on the update now button on the app is taking me to the app store page, where it shows already updated and open button. Clicking on it is taking me to the same app page, asking me to update. Can’t access the app, horrible interface.
Show more

Developer apps

FAQ

Is Wealth Elite available on Android devices?

Wealth Elite is currently available for iOS devices, including iPhone and iPad. The app supports a range of Apple devices, allowing registered investors to manage their portfolios on the go.

What is the security like for Wealth Elite?

Wealth Elite prioritizes security, managing user data on AWS Servers with bank-grade security measures. This ensures a safe and protected environment for all financial transactions and personal information.

How often is Wealth Elite updated?

The latest version of Wealth Elite is 3.1.9, last updated on October 27, 2026. While specific update frequency isn't detailed, this indicates regular maintenance and feature enhancements.

Can I invest in Wealth Elite without a registered account?

No, this app is exclusively for registered privileged investors. Access to its features and investment capabilities requires prior registration and qualification.

What kind of investments can I make with Wealth Elite?

Wealth Elite allows registered investors to invest online in top-performing mutual fund schemes. The app also features a research-backed portfolio option for balanced investments.

Does Wealth Elite offer a free trial?

Wealth Elite is offered as a free application, so there is no need for a trial period. Registered privileged investors can access its features without any upfront cost.

What are the benefits of the 'Online ATM' feature in Wealth Elite?

The 'Online ATM' feature in Wealth Elite is designed to help investors earn extra returns on idle money in their savings accounts. It allows for instant investments and withdrawals, maximizing the utility of available funds.

What age rating does Wealth Elite have?

Wealth Elite has an age rating of 4+, making it suitable for users of all ages. This rating indicates that the content is generally considered appropriate for a broad audience.