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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Dysfunction App
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.
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Feedback
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.”
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Not a worth
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?
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?
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Helped me start investing better!
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.
Would highly recommend using the app and talking to their experts.
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Most negative comments from overly smart people
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.
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Told me the true reality
The wealth monitor app has its pros and cons. Pros are that it genuinely tells you which of your MFs are not being the benchmark and that helps you to remove underperforming funds. Yes, they do want to book a call with an investment expert but that’s just one part of it. You don’t have to invest, I think a 20 min call to understand more about your portfolio isn’t bad. It’s not like they’re forcing you to invest with them. Some of the reviews I feel are frustrated people who just want everything for free.
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Why regular mutual fund?
Beware of investment options, they offer regular plan which is much much much costlier than direct plan. For example - edelweiss small cap regular fund has 0.44% TER whereas regular plan is around 1.96%. Do you really want to give 1.52% extra on mutual funds? Another drawback is rebalancing, if they rebalance MF within a year, we’ll end up paying short term capital gain instead of large cap. (30% vs 10%).
I am not against monitizing the process but I think they need little better strategy to make money out of it.
As an investor, I am ok with ACTIVELY managing passive funds but I’m not OK with ACTIVELY managing ACTIVE funds.
Nippon smallcap fund has consistently generated at least 20% of return in last 10 years but this app tells stop and exit 😂 without giving enough data on why we should stop the investments.
I am not against monitizing the process but I think they need little better strategy to make money out of it.
As an investor, I am ok with ACTIVELY managing passive funds but I’m not OK with ACTIVELY managing ACTIVE funds.
Nippon smallcap fund has consistently generated at least 20% of return in last 10 years but this app tells stop and exit 😂 without giving enough data on why we should stop the investments.
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Dark UX and Unwanted Blockers
On installing the app and giving permission to read mutual fund transactions, was forced to schedule a call for portfolio review, cannot proceed ahead without doing it, when joined the call, no one from dserv joined the call and it went unanswered, now the app is asking for feedback of review call which didn’t happen, on providing some feedback the app is stuck, cannot see my data. What rubbish experience
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Superb!
Extremely smooth and easy to use and understand. Does all the work in a few minutes.
Perfect application for investment guidance
The Wealth Monitor app is the perfect tool for anyone who wants to take their investment game to the next level. Its features are easy to use and provide valuable insights.
Nice
The interface of the Wealth Monitor app is user-friendly and intuitive. It makes tracking my investments simple.
Great help for your Portfolio!
The Wealth Checkup app has helped me uncover gaps in my portfolio and make better investment decisions. The missed gains feature is eye-opening, and the recommendation feature has saved me a lot of time and money.
Spam App
I request the app owner to delete my account and delete all the data that I have provided to you. I think it’s more than a week now my profile is under review and the app does not allow me to do anything but to wait for the review. Please delete my data that I have provided and help me delete my account from your data server.
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Amazing App
Just downloaded the wealth checkup app and could see all my mutual funds under one app with detailed recommendations on the performance of the same.
Perfect reflection of my wealth health
The review which I received was an eye opener and it’s a perfect wealth management app to have. The fun performance mentioned in the app really helpful. I was surprised that I missed a lot of money due to underperforming funds etc.