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Wealth Munshi

Wealth Munshi

by WEALTH MUNSHI IMF PRIVATE LIMITED

0 ratings
10 reviews
💰 Finance
Free

Details

  • Released
  • Updated
  • September 26, 2018
  • January 6, 2021

Features

Developer

WEALTH MUNSHI IMF PRIVATE LIMITED
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About

This app offers comprehensive financial planning and investment management services. It helps users set and track financial goals, transact online, manage portfolios, and track capital gains tax. It also provides alerts for insurance and investment maturities.

✓Goal-based financial planning
✓Online investment transactions (SIP, one-time, sell, switch)
✓Consolidated portfolio tracking (individual & family)
✓Capital gains tax tracking (10 years)
✓Model portfolio building
✓Investment and insurance alerts
✓Income & expense analysis
✓Debt and risk management
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What's New in Wealth Munshi

3.0.15

January 6, 2021

- Bug Fixes

User reviews

Most RecentHighest RatedLowest Rated

Good for Investments

Good for investments
B NiroshaB Nirosha

Excellent App

Comprehensive yet simple to use. Gives all information one needs at a glance and allows important functions with few clicks. I have been using this app for few months and have found everything I care about at my finger tips.
vvaidyavinvvaidyavin

Wealth app review

Excellent app but not very sure about data privacy .
🌎😀🌎😀

Excellent

Excellent app and help u in understand ur portfolio and financial planning in a better way.
Dr ShibajiDr Shibaji

Nice app

Used wealth munshi app for the first time. Quite seamless experience. Very intuitive for the end customer!!
CkhattetCkhattet
See 5 more reviews

FAQ

What is Wealth Munshi?

Wealth Munshi is an online lifestyle management advisory service that provides comprehensive financial planning and investment management. It helps users achieve their financial goals through services like goal-based planning, online transactions, portfolio tracking, and tax management.

Who is Wealth Munshi for?

Wealth Munshi caters to a wide range of clients including Non-Resident Indians (NRIs), business executives, doctors, engineers, entrepreneurs, high-net-worth individuals, and corporations. It aims to provide accessible financial solutions to diverse user groups.

How does Wealth Munshi help with financial goals?

Wealth Munshi facilitates goal-based financial planning by allowing users to track existing goals and create new ones. It offers detailed analysis of income, expenses, cash flow, and debt to help fund these goals effectively.

Can Wealth Munshi track investments and taxes?

Yes, Wealth Munshi enables users to track all their investments together, including mutual funds, stocks, and fixed deposits, in one place. It also helps in tracking long-term and short-term capital gains tax for the past 10 years.

What kind of alerts does Wealth Munshi provide?

Wealth Munshi sends timely alerts for important financial events such as SIP dates, insurance due dates for life, health, and motor insurance, and investment maturity dates.

Is Wealth Munshi available on multiple platforms?

Wealth Munshi is available on iPhone and iPod devices, as indicated by the supported devices list. Information regarding Android availability is not provided in the current data.

When was Wealth Munshi last updated?

Wealth Munshi was last updated on January 6, 2021. The latest version available is 3.0.15.

Does Wealth Munshi have ads?

No, Wealth Munshi does not contain advertisements. The app is free to use without any ad interruptions.