Best apps like Wealth Munshi

Orbit - My Investment Manager

by URJITA FINANCIAL SERVICES PRIVATE LIMITED

Free

Track all your investments, including FDs, direct equity, and PMS, with daily value updates. Access portfolio, capital gain, and transaction statements easily. Manage insurance policies and PMS/AIF investments all in one place.

Finbingo: Mutual Fund & NPS

Financial Planning Investment

Free

Invest in direct mutual funds with zero commission and receive AI-driven financial advice. Plan your taxes, analyze your existing portfolio, and build wealth for retirement with tools like a SIP calculator and NPS investment options.

FD-Manager

Manage & Grow

Free

Manage fixed and recurring deposits across multiple accounts. Track returns, analyze investments, and visualize growth with an intuitive interface. Upgrade for ad-free experience and backup features.

BMK Wealth

by BMK WEALTH PRIVATE LIMITED

Free

Manage your mutual fund investments and other assets with advanced features. Monitor your investments, conduct research, and invest in mutual funds quickly and securely through a virtual platform.

VeracityIM

by Veracity Investment Management IMF LLP

Free

Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track investments, view historical performance, and generate detailed reports. Invest in mutual funds and stay informed about your SIPs and insurance premiums.