# Wealth Monitor: MF & Stocks — MutualFund PortfolioReviewTool > Mutual fund portfolio review and improvement tool with expert recommendations. (iPhone/iPad app by Dezerv Investments Private Limited.) - Source: https://appshunter.io/ios/app/wealth-monitor-mf-and-stocks/id1669925824 (this page in markdown: same URL + `.md`) - Developer: [Dezerv Investments Private Limited](https://appshunter.io/developer/1591432223) - Category: Finance - Price: Free - Rating: 4.65/5 from 1,425 App Store ratings · 20 written reviews indexed - Age rating: 4+ - Requires: iOS 14.0 · 145 MB - Languages: American English - Released: 2023-02-27 - Data updated: 2026-09-16 - Monetization: ad-supported - User reviews in markdown: https://appshunter.io/ios/app/wealth-monitor-mf-and-stocks/id1669925824/reviews.md ## What is Wealth Monitor? Dezerv Wealth Monitor - Mutual Fund Portfolio Review Tool Join thousands of investors getting expert reviews on mutual funds worth 2800 CR+ by downloading the Dezerv Wealth Monitor app today. Dezerv Wealth Monitor is a one-of-a-kind app that helps you review and improve your portfolio with expert recommendations. With Dezerv Wealth Monitor, you can identify underperforming funds, track your portfolio performance, and get timely corrective actions. Our team of seasoned investment experts, with over 20 years of experience and a track record of managing INR 50,000 Cr of funds, will analyze your mutual fund portfolio and provide expert recommendations. Get your portfolio reviewed in under 10 minutes at no cost. Onboard your own team of experts who know what to do with your portfolio and when. Download the Dezerv Wealth Monitor app today and take the first step towards a better investment experience. Dezerv Wealth Monitor - Mutual Fund Portfolio Review Tool is offered through Dezerv Distribution Services Private Limited, an AMFI-registered mutual fund distributor with ARN-248439. Mutual Fund Investments are subject to market risks, read all scheme-related documents carefully. To know more about our services, please visit: https://www.dezerv.in/ipa/ ## Key features - Expert mutual fund portfolio reviews - Identify underperforming funds - Track portfolio performance - Timely corrective actions - Onboard expert investment team - Free portfolio review ## Recent user reviews (10 of 20) All indexed reviews: https://appshunter.io/ios/app/wealth-monitor-mf-and-stocks/id1669925824/reviews.md ### 3/5 — Updates not working *2025-10-22* 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 ### 5/5 — One of the most insightful apps out there *2025-03-21* 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. ### 5/5 — Brilliant single window for wealth monitor *2025-03-10* 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 ### 5/5 — Beautifully Curated! *2025-03-01* UI Interface is user-friendly & easy to use! Very impressed with how they’ve come to offer simplicity with MF monitoring. ### 1/5 — Extremely Poor Complaint Resolution with No TAT or Escalation Matrix *2024-12-09* 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. ### 1/5 — Dysfunction App *2024-11-20* Avoid the app, seems like a shell app that’s only intent is to collect users investment by acquiring consent to access depository data. The app did not work even a single time. It’s been four days, the application asks me to logout immediately after I login. The support team said it’s a bug but looks like that’s the only feature they have to fool the customers. ### 1/5 — Feedback *2024-09-15* I’ve noticed that the Wealth Dezerv app is showing incorrect data regarding my investments in Nifty 50 and Nasdaq 100 index funds. Despite these being strong long-term investments, the app reflects them as bleak or poor-performing, which doesn’t align with the actual market performance or the nature of index funds. It would be helpful if the app provided more accurate and realistic insights into such investments, as misleading data can affect decision-making. I hope this can be resolved soon to improve the user experience.” ### 1/5 — Not a worth *2024-08-06* This app and their advertising shows the valuation and they promote XIPR, however it changes the rating too frequently and one can’t expect such changes by the users. Additionally, it will also add to LTCG or short term, after paying taxes and shuffle in portfolio, do you really earn? Moreover, in this logic, few schemes become positive and same convert to negative within couple of month. Is it really a trust worthy? ### 5/5 — Helped me start investing better! *2024-05-18* I have been investing for years now. This was the first time someone gave me an objective review of my investments both in the app and on the call with their experts. The expert also helped me clearly identify what to do to improve my portfolio based on the current market. Would highly recommend using the app and talking to their experts. ### 5/5 — Most negative comments from overly smart people *2024-04-24* I believe the analysis of the funds is fairly good, and the consideration for diversification is also commendable. Some people believe that the top-performing funds are the best, but that’s not necessarily true. The leading funds change every 2-3 years. If you want peace of mind in your investments, this approach is the best. ## Frequently asked questions about Wealth Monitor ### What is Wealth Monitor? Wealth Monitor is a tool designed to help investors review and improve their mutual fund portfolios. It provides expert recommendations to identify underperforming funds and track overall performance. ### How does Wealth Monitor provide expert reviews? The app leverages a team of seasoned investment experts with extensive experience in managing large fund volumes. They analyze your mutual fund portfolio to offer tailored recommendations. ### Is Wealth Monitor free to use? Yes, you can get your portfolio reviewed in under 10 minutes at no cost. The app does contain advertisements. ### What kind of investments does Wealth Monitor cover? Wealth Monitor specifically focuses on mutual fund portfolios and also offers insights for stock investments. It aims to help investors manage and enhance their overall investment strategy. ### How quickly can I get a portfolio review? You can get your mutual fund portfolio reviewed in under 10 minutes. This allows for timely identification of issues and corrective actions. ### What devices does Wealth Monitor support? Wealth Monitor is available on iPhone and iPod devices. It is designed for users who prefer to manage their investments on Apple mobile devices. ### How often is Wealth Monitor updated? The latest version of Wealth Monitor is 3.50.01, last updated on August 13, 2026. This indicates a commitment to regular updates and improvements for users. ### What is the age rating for Wealth Monitor? Wealth Monitor has an age rating of 4+. This means it is suitable for users of all ages, indicating no mature content. ## Version history (last 5 releases) ### 3.53.02 — 2026-09-11 - Bug fixes & performance improvements - Upgrades to the client experience ### 3.53.00 — 2026-09-10 - Bug fixes & performance improvements - Upgrades to the client experience ### 3.52.00 — 2026-09-03 Content flow bug fixes ### 3.51.01 — 2026-08-27 Introducing Loans Borrow against your mutual funds. You get the cash, your investments keep growing • Instant cash credit, 100% digital process • Pay only monthly interest, repay the principal on your own terms • Repay in parts, anytime • No foreclosure charges Open the app to check your eligible limit. T&C apply ### 3.50.01 — 2026-08-13 Weekly Snapshots V2 New Family Flow ## More apps by Dezerv Investments Private Limited - [Dezerv: Mutual Funds & Stocks](https://appshunter.io/ios/app/dezerv-mutual-funds-and-stocks/id1591432221) All apps by Dezerv Investments Private Limited: https://appshunter.io/developer/1591432223 --- *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 2026-09-16.*