Best Wealth SRB alternatives: apps like Wealth SRB

10+ similar apps compared and reviewed

4.2 avg rating
10 free apps
Updated October 2026

Whether you want more options like Wealth SRB or a completely different take on the same concept, our curated list of 10+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.

More apps like Wealth SRB

4
Advisor X By REDVision
Advisor X By REDVision
Advisor X By REDVision
MFD's Trusted Brand
Free

This platform empowers financial advisors with AI-driven tools for managing client portfolios. It facilitates mutual fund transactions, generates instant reports via WhatsApp, and provides in-depth portfolio analysis. Advisors can also access research tools and track client financial goals.

AI-powered multi-asset managementMutual fund transaction placementWhatsApp report generation
💰 Finance
(0)
free
5
Investwell
Investwell
Investwell
by Excel Net Solutions Private Limited
Free
💰 Finance
(0)
6
SIP Calculator : SIP Planner
SIP Calculator : SIP Planner
SIP Calculator : SIP Planner
Mutual fund investment planner
Free

This app helps you plan mutual fund investments and other financial goals. It calculates future values, considers inflation, and estimates loan EMIs. Turn your financial aspirations into clear, actionable numbers.

SIP and Lumpsum investment planningInflation-adjusted financial projectionsFixed Deposit and Recurring Deposit calculators
💰 Finance
(0)
ad-supported
7
Stockal by Borderless
Stockal by Borderless
Stockal by Borderless
Invest in Global Markets
Free

Invest in global markets with access to over 8,500 U.S.-listed stocks and ETFs. Start with as little as $0.01 and enjoy a seamless, borderless investing experience with fractional shares and professionally managed portfolios. Secure and intuitive platform for long-term wealth building.

Invest in 8,500+ US stocks and ETFsFractional investing from $0.01Open account in under 10 minutes
💰 Finance
(8)
free
8
MFD STAR MF Mobility
MFD STAR MF Mobility
MFD STAR MF Mobility
by BSE Ltd
Free

This platform enables distributors to conduct mutual fund transactions online. It offers a digital solution for client onboarding, mandate registration, and various transaction types. The app provides a business dashboard for distributors to manage their operations.

Client onboardingMandate registrationMutual fund transactions
💰 Finance
(1)
free
9
i-Invest iPru Partner
i-Invest iPru Partner
i-Invest iPru Partner
by Icici Prudential Asset Management Company Limited
Free
💰 Finance
(0)
10
Nippon India Business Easy 2.0
Nippon India Business Easy 2.0
Nippon India Business Easy 2.0
by Nippon Life India Asset Management Limited
Free

This app streamlines mutual fund business operations for financial partners. It offers features like quick login, instant transactions, client engagement tools, and investor insights to enhance user experience and business growth.

Easy 4-digit MPIN loginFast 'App in App' experienceInstant, click-based transactions
💰 Finance
(4)
free