Updates not working
The new updates regarding linking the NPS, Demat and Bank accounts not working on ios devices. Tried couple of times. It seems AA is unable to fetch while other AA they are able to fetch properly. The dev team should check the functionality before release
One of the most insightful apps out there
As a novice investor this App is very helpful for getting a big picture view of your investments. It gives a clear outline of how you are fairing against the benchmark, and highlights room for improvement in your asset allocation. The best part is that I can view my mutual fund and stock investments all under one roof.
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Brilliant single window for wealth monitor
Very easy to use with two factor authentication where all of one’s wealth including bank account details, shares, mutual funds etc can be monitored. It also gives personalised analysis and free consultancy
Beautifully Curated!
UI Interface is user-friendly & easy to use! Very impressed with how they’ve come to offer simplicity with MF monitoring.
Extremely Poor Complaint Resolution with No TAT or Escalation Matrix
Post downloading this APP, i was so excited to see that i can add all my family members in this app abd can review fund performances at one place since my cumulative monthly SIP INVESTMENT is more than 2 lacs and i was finding it a hassal on CAMS/ KFINKART etc.
But gradually on 1st November 2024, when i could not my dad's pan investments on this app i contacted their backend team for support on Watsapp Chat. Today its 9th Dec and Team of Wealth Monitor could not provide me any resolution and i got just one reply that their data provider is not providing the data..!!!
I mean what the heck to my sheer surprise that im todays fast world of technology this app is unable to get data from their data provider for over a month's time.... Isn't thid surprising guys... M reaallt surprised how can such small thing be a reason in todays world of not being able to provide satisfaction to the client.
Guys, this platform doesn't look bad but team handllikg this app are either unprofessionals or new comers or may be bit careless people who really dont understand meaning of TAT and providing wuick resolutions. Seems like guys are dont have any escalation matrix or they are least bothered about their sustainance and growth.
Not a recommended app to MONITOR your WEALTH.
But gradually on 1st November 2024, when i could not my dad's pan investments on this app i contacted their backend team for support on Watsapp Chat. Today its 9th Dec and Team of Wealth Monitor could not provide me any resolution and i got just one reply that their data provider is not providing the data..!!!
I mean what the heck to my sheer surprise that im todays fast world of technology this app is unable to get data from their data provider for over a month's time.... Isn't thid surprising guys... M reaallt surprised how can such small thing be a reason in todays world of not being able to provide satisfaction to the client.
Guys, this platform doesn't look bad but team handllikg this app are either unprofessionals or new comers or may be bit careless people who really dont understand meaning of TAT and providing wuick resolutions. Seems like guys are dont have any escalation matrix or they are least bothered about their sustainance and growth.
Not a recommended app to MONITOR your WEALTH.
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