Best Adifinancial Wealth Apps

5.0(1 ratings)

Free

Manage your entire financial portfolio, including mutual funds, stocks, bonds, and insurance. Track investments, view historical performance, and generate detailed reports. Invest online and stay informed about your financial goals.

M1: AI Wealth Management by M1 Finance LLC

Investing, saving & advice

Strong Contender

4.7😊(75K ratings)

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This AI-powered financial advisor offers personalized investment, saving, and borrowing advice integrated directly into your accounts. It acts as a registered fiduciary, legally bound to your best interests, providing on-demand portfolio reviews and custom investment strategies.

What We Love

🚀 Great update and app
🚀 Wonderful app to organize accounts
🚀 Easiest visual long-term investing app
👍 Excellent service and good app
👍 Best app for path to financial freedom
👍 Best investing platform to date

Room to Improve

🔍 Stop pushing users to take on margin debt
🐛 Buggy and glitchy app
🔍 Confusing and baffling app
🔍 Clunky UX with unclear onboarding
🔍 Horrible customer service
💰 Transfers take too long
🔍 Pie and slice concept not user-friendly

Aditya Birla Capital - Service by ADITYA BIRLA CAPITAL LIMITED

Worth Considering

ICICI 2016 Wealth Management

5.0(1 ratings)

Free

Aditya Birla Capital - Service screenshot 1

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Manage all your financial needs in one place. Track insurance, investments, and loans with ease. Sign up securely using your registered mobile number for a unified dashboard of your financial products.

More Adifinancial Wealth apps to explore

Aditya Birla Capital - Wealth

Wealth

Wealth distribution solutionsMutual fund investmentsCompany deposits

This app provides a platform for wealth distribution, offering various financial products like mutual funds, company deposits, and portfolio management services. It acts as a distributor for different financial product providers, guiding users through investment decisions.

(5)

Autopilot: Automated Investing

In your own brokerage account

Automated trading mirroring expert portfoliosDiscover AI and thematic investment strategiesConnects to existing brokerage accounts

Automate your investments by mirroring portfolios from experts, AI, and thematic strategies directly within your existing brokerage account. Discover and trade alongside curated investment options without extensive research.

Invest smartly with MF,SIP,FD

(24K)

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HDFC Bank SmartWealth

Digital onboarding and KYCInvest with as low as ₹100Personalized portfolio recommendations

Access a wide range of financial solutions, including mutual funds and fixed deposits, with an intuitive investment app. Diversify your portfolio, receive personalized recommendations, and manage investments remotely. Start investing with minimal initial amounts and track all your holdings in one place.

(129)

Wealthfront: Save and Invest

Saving, investing, stocks.

High-yield cash account with competitive APYExpert-built ETF investment portfoliosCommission-free stock and ETF investing

Manage your savings and investments in one place. Earn competitive APY on cash deposits, invest in diversified portfolios or individual stocks with zero commissions, and get a holistic view of your financial future.

Learn to earn rewards & invest

Personalized 52-week Wealth Building planEarn Investable Rewards™ for financial actionsRedeem rewards in Growth Market

This app helps users build wealth through real estate investing and financial education. It offers personalized plans, rewards for taking action, and a marketplace to redeem rewards for investments or financial goals. The community fosters growth for renters, investors, and partners.

Betterment Invest & Save Money

(29)

freemium

Investments & Cash Accounts

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash reserve account

Automated investing and savings app to help you reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for retirement planning. Start with as little as $10.

Track, manage & build wealth

(67K)

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Finn: AI Wealth Manager

Connects all financial accountsPersonalized money briefingsAI-powered financial advice

This app acts as your personal AI financial advisor, consolidating all your accounts to provide insights and actionable steps for managing investments, taxes, and banking. It offers personalized money briefings, investment guidance, and goal tracking to help you build wealth.

free with in-app purchases

(360)

NJ E-Wealth Account

by NJ INDIA INVEST PRIVATE LIMITED

On-the-go transactionsPortfolio reportsTransaction history

Manage your financial transactions and review your portfolio reports on the go. This app requires login credentials provided by an NJ Wealth Advisors Network Partner.

Stocks, T-Bills & Mutual Funds

Save and invest for specific goalsTrade stocks on the Ghana Stock ExchangeInvest in Treasury bills and fixed income

Invest in Ghana stocks, mutual funds, and Treasury bills with this app. Set savings goals, track your portfolio, and manage your investments from your phone. Features include an investment calculator and auto-invest options.

by Lumiq Wealth Private Limited

by Computer Age Management Services Private Limited.

(0)

myCAMS Mutual Fund App

Consolidated portfolio viewBiometric/MPIN loginOpen new folios and update FATCA

Manage your mutual fund investments from multiple providers in one place. Track your portfolio, open new accounts, and execute transactions like purchases, redemptions, and SIPs with ease. This app offers a secure and streamlined way to handle all your mutual fund needs.

by TRIANGLE WEALTH LLP

WealthNest: Grow Family Wealth

View, analyse & grow wealth

Consolidated view of family financesAI-driven investment and insurance insightsAccess to tax and inheritance specialists

This app consolidates all your family's financial assets, including investments, insurance, and loans, into a single, secure platform. It offers AI-driven insights to help you understand your wealth and provides access to specialists for tax and inheritance planning.

(2)

Nivesh: Wealth Management App

Manage & Grow Your Wealth

Access 1700+ Mutual Fund Schemes & SIPsReal-time investment trackingAI-driven portfolio recommendations

This app is a comprehensive wealth management and investment platform. It offers tools for individual investors to track portfolios, receive recommendations, and access diverse financial products. Financial partners can use it to onboard clients, manage their business, and engage with customers.

(0)

ICICI Pru Mutual Fund i-Invest

SIP, Invest, Save Tax

Mutual fund investmentSIP managementTax saving ELSS funds

Invest in mutual funds, including tax-saving options, with this app. Manage family investments, track performance, and access educational resources. Offers AI-powered assistance for fund searches and goal-based planning tools.

(74)