WMU India

Consolidate your family's entire multi-asset portfolio in one place - including Mutual Funds, PMS, AIFs, FDs, Bonds, and more. Get clear insights on asset allocation, XIRR, and overall performance with intuitive, powerful reports. Key Highlights: Unified Portfolio View across all assets and family members Tracking of heldaway assets. Risk Profiling to ensure portfolio-risk alignment Reports at your fingertip WMU India brings premium, simplified investing to your fingertips — helping you build and manage your wealth with confidence. Please note this app is accessible only by onboarded clients of WMU India. Visit https://www.wmuindia.com/ for more details.