Best Khushi Wealth Apps

Plante Moran Wealth

by PMFA INC

Free

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.

Shriram Wealth

Shriram Wealth Application

Free

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.

Wealthfront: Save and Invest

Saving, investing, stocks.

Free

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.

Titan: Your Wealth Team

Investing, Wealth Management

Free

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.

IC Wealth

by IC GROUP LIMITED

Free

Effortlessly manage your investments with personalized portfolio creation. Automate your savings and payments to achieve financial goals like retirement or education funding. Receive expert guidance to navigate your investment journey.

NJ E-Wealth Account

by NJ INDIA INVEST PRIVATE LIMITED

Free

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.

Alphanso Wealth

Financial planning & advisory

Free

This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.

Wealth Elite

by RedVision Global Technologies Pvt. Ltd.

Free

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.

Wealth Munshi

by WEALTH MUNSHI IMF PRIVATE LIMITED

Free

This app offers comprehensive financial planning and investment management services. It helps users set and track financial goals, transact online, manage portfolios, and track capital gains tax. It also provides alerts for insurance and investment maturities.

Flourish Wealth

by FLOURISH WEALTH MANAGEMENT INC

Free

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.

Wealth Builder University

Wealth Builder University

Free

This app helps users efficiently manage business operations, including branches, contacts, team members, and client records. It offers tools for policy management, appointment scheduling with reminders, and detailed sales performance analysis through charts and reports.

Willow Wealth

Private markets investing

Free

Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.

Aditya Birla Capital - Wealth

Wealth

Free

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.

NYC DCP

by New York City Deferred Compensation Plan

Free

Manage your retirement, health savings, and investment accounts alongside external financial accounts in one secure, personalized platform. Access interactive tools, educational resources, and investment advice to confidently plan for your financial future.