Best Goldwin Wealth Apps

0.0(0 ratings)

Free

Aditya Birla Capital - Wealth by Aditya Birla

Wealth

Strong Contender

LGT Wealth India Private Ltd

1.6(5 ratings)

Free

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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.

Wealth Direct by Wealth Direct Portfolio Pvt. Ltd.

Worth Considering

💼 Business

0.0(0 ratings)

Free

This app helps users plan and invest in mutual funds to achieve their financial goals. It offers tools for calculating life goals, investing in various fund types, and tracking portfolio performance. Users can also consolidate all their investments in one place.

More Goldwin Wealth apps to explore

LGT India

MIRA Money : My Wealth Manager

(0)

Money invested in right assets

Personalized wealth basketsExpert-built mutual fund portfoliosGoal-aligned investing

Build personalized investment portfolios aligned with your financial goals, such as buying a home or funding education. This app offers expert-built mutual fund baskets and actively monitors your investments to keep them on track.

(5)

ICICI 2016 Wealth Management

Novelty Wealth: AI for Finance

SEBI RIA | Unbiased Advisory

AI-powered wealth intelligencePortfolio analysis and optimizationTax optimization insights

This platform offers AI-powered financial advice and portfolio analysis for modern investors. It provides insights on mutual funds, stocks, and more, all within a secure and private environment. Get clarity and control over your money with unbiased, commission-free recommendations.

free with in-app purchases

(1)

Titan: Your Wealth Team

Investing, Wealth Management

Dedicated advisory teamProfessional investment managementAutomated cash management

This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.

Wealthfront: Save and Invest

(7K)

freemium

Saving, investing, stocks.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

free with in-app purchases

(18K)

Shriram Wealth

Shriram Wealth Application

Mutual fund investmentsBond and equity tradingLife and general insurance

This app provides comprehensive wealth management solutions, including investment options like mutual funds, bonds, and equities, alongside insurance and estate planning services. It aims to help users grow, diversify, and protect their financial assets with personalized strategies.

AssetPlus - Mutual Funds & SIP

Expert advice. Easy investing.

Expert financial adviceEasy mutual fund investingTailored portfolio curation

This platform offers expert financial guidance and easy investing for mutual funds and SIPs. It helps users curate tailored portfolios based on their goals and risk appetite, while also managing all investments in one place. Track your portfolio and receive periodic reviews for disciplined financial planning.

Connect with your dedicated wealth management team, including specialists in tax and estate planning. Communicate securely, schedule meetings, and access educational resources to manage your finances.

Advisor CommunicationMeeting SchedulerSecure Document Upload

Access your investment portfolio and financial information on demand. Add and view all financial assets and liabilities in one place, and access important documents and team contact details. This app is exclusively for clients of Plante Moran Financial Advisors.

On-demand portfolio accessView financial assets and liabilitiesDocument access

Connect with a global community of high-net-worth investors to share knowledge and gain access to private markets. Discuss topics like wealth preservation, tax optimization, and alternative assets. Attend live and virtual events for networking and financial success.

High-net-worth investor communityKnowledge sharing platformAccess to private markets

by CROWNMARK WEALTH ADVISORS, LLC

by Proven Wealth Limited

Expert financial adviceInvestment insightsAsset management expertise

Access expert financial advice and investment insights from a team with decades of experience managing billions of dollars. Benefit from know-how across asset management, corporate finance, and stock brokerage.

📡 News

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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)

Facet: Financial Planning

Flat fee, CFP®, investing

Personalized financial roadmapCFP® professional guidanceInvestment management

This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.

by Flourish Wealth Management Inc.

Real-time account informationInvestment holdings viewPerformance tracking

Access your financial accounts and investment performance on the go. View real-time holdings, quarterly statements, and utilize financial planning tools. This app provides a convenient way to manage your wealth from anywhere.

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