Best apps like Wealthwiz

10+ similar apps compared and reviewed

3.7 avg rating
10 free apps
Updated October 2026
Wealthwiz
Wealthwiz
Ampsys Consulting Pvt Ltd

Whether you want more options like Wealthwiz 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.

Top Alternatives to Wealthwiz

More apps like Wealthwiz

4
MF - Bonanza
MF - Bonanza
MF - Bonanza
by Bonanza Portfolio Limited
Free

Manage your entire financial portfolio in one place, tracking mutual funds, stocks, bonds, and more. Access detailed reports, invest online, and utilize helpful financial calculators for retirement, SIPs, and EMIs.

Complete portfolio reportingHistorical performance trackingOnline investment in mutual funds
💰 Finance
(2)
free
5
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
6
CanMoney
CanMoney
CanMoney
by Canara Bank Securities LTD
Free

This stock trading app allows users to monitor live stock markets, track their investments, and execute trades directly from their mobile devices. It provides instant access to the latest quotes and enables quick trade management.

Live stock market tracking (NSE & BSE)Monitor stock portfoliosExecute and cancel trades
💰 Finance
(5)
free
7
goMF by MF Utilities
goMF by MF Utilities
goMF by MF Utilities
by MF UTILITIES INDIA PRIVATE LIMITED
Free

Facilitates seamless mutual fund transactions for distributors and investors in India. Initiate purchases, redemptions, and various systematic investment plans on the go. Requires login credentials and a Common Account Number (CAN) for investors.

Initiate purchases and redemptionsManage systematic investmentsTrack submitted orders
💰 Finance
(3)
free
8
theMFbox
theMFbox
theMFbox
by GAMECHANGER BUSINESS SERVICES (INDIA) PRIVATE LIMITED
Free

This finance app helps investors monitor their mutual fund portfolios, showing daily returns, total value, and changes. It also provides research and calculators to aid in investment planning.

Mutual fund portfolio trackingDaily return and value displayLoss and gain calculation
💰 Finance
(2)
free
9
ATH Business
ATH Business
ATH Business
ATH Business
Free

Process real-time, secure payments and send refunds directly to your business's unique identifier. Generate detailed payment and refund reports, and receive weekly and monthly summaries. Requires an affiliated bank or cooperative and a debit card.

Receive real-time secure paymentsUse custom business identifier for paymentsSend refunds
💰 Finance
(130)
ad-supported
10
smarT Investor - Canara Robeco
smarT Investor - Canara Robeco
smarT Investor - Canara Robeco
Mutual Fund & SIP App
Free

Manage your mutual fund investments easily and securely, whether you're a beginner or an experienced investor. This app offers hassle-free onboarding, seamless transaction management, and portfolio tracking to help you achieve your financial goals.

Hassle-free onboarding with quick KYCStart SIP or lump sum investmentsTrack real-time portfolio performance
💰 Finance
(4)
free