Manage your entire financial portfolio in one place. Track mutual funds, equity, bonds, and more. Generate reports, view historical performance, and invest online.
6.2.9
October 27, 2026
- Enhanced security with VAPT improvements & 2FA - Added Fundsnet Mobile support - Added Contact Us on Sign In & Share Folio Details - Added Custom Period, SIP Delay & Step-Up Calculators - Revamped Financial Calculators & improved Goal Reports - Improved MF Central, Portfolio Reports & Navigation - Improved Notifications, Multi-language, KYC & Risk Profile - Improved CRM integration & Dashboard experience - Performance improvements with bug & crash fixes
MoreWealth4Me allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This ensures all your investments are consolidated in one view.
Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through Wealth4Me. The app provides transparency by tracking all orders until unit allotment.
Wealth4Me offers a complete portfolio report download, historical performance views, transaction statements for any period, and advanced capital gain reports. You can also download a statement of account for any Asset Management Company in India with one click.
Yes, Wealth4Me includes several useful calculators such as a Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator to aid in financial planning.
Wealth4Me offers easy login via your Google email ID, suggesting a reliance on Google's security infrastructure. Specific security protocols beyond this are not detailed, but it aims to provide a secure platform for managing your financial portfolio.
Wealth4Me is available on iPhone and iPad devices. This allows users to manage their investments on the go using their Apple mobile devices.
The latest version of Wealth4Me is 6.2.9, last updated on October 27, 2026. This indicates a recent update, suggesting ongoing development and maintenance for the application.
Wealth4Me has a rating of 3.5 stars based on 2 ratings. While this is a limited sample size, it provides an initial indication of user satisfaction with the app.
