Best Goldwin Wealth Apps

0.0(0 ratings)

Free

Aditya Birla Capital - Wealth by Aditya Birla

Wealth

Strong Contender

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.

ICICI Pru Mutual Fund i-Invest by ICICI Prudential Asset Management Company Limited

SIP, Invest, Save Tax

Worth Considering

by WealthDirect Portfolio Private Limited

3.5(73 ratings)

Free

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Invest in mutual funds with a secure and convenient app. Track your portfolio, manage transactions, and access educational content to enhance your financial planning. Includes tools for goal-based planning and family investment management.

More Goldwin Wealth apps to explore

Wealth Direct

Goal-based financial planningMutual fund investmentPortfolio performance tracking

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.

💼 Business

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WealthNest: Grow Family Wealth

Personalised AI Wealth Copilot

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.

LGT Wealth India Private Ltd

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.

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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.

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Wealthfront: Save and Invest

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

(17K)

Wealth Elite

by RedVision Global Technologies Pvt. Ltd.

Portfolio managementMutual fund investmentWealth tracking

This app allows registered investors to manage their wealth by investing in mutual funds, tracking portfolios, and aligning investments with life goals. It offers a paperless process, research-backed portfolios, and features for earning extra returns on idle funds.

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ICICI 2016 Wealth Management

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.

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.

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Investing, Wealth Management

Titan: Your Wealth Team

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.

Connect with other high net worth individuals for confidential financial knowledge sharing and networking. Discuss wealth preservation, tax strategies, asset allocation, and alternative investments. Access exclusive opportunities in private markets and attend live and virtual events.

High net worth investor communityConfidential knowledge sharingNetworking opportunities

Wealth Management & Advisory

Facet: Financial Planning

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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.

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Orion Wealth Management Portal

by Orion Advisor Services, LLC.

Wealth management toolsAdvisor collaborationFinancial planning access

Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.

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Novelty Wealth: AI for Finance

SEBI RIA | Unbiased Advisory

AI-powered portfolio analysisTax optimization insightsAsset allocation review

This AI-powered platform offers unbiased financial advice for modern investors, covering mutual funds, stocks, and more. It provides portfolio analysis, tax optimization, and personalized insights to help users make smarter financial decisions and gain control over their money.

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

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