Best Srivesh Management Apps

0.0(0 ratings)

Free

Fidelity Investments by Fidelity Investments

Invest, save, plan in one app.

Strong Contender

4.8😐(3.3M ratings)

Free

#15in Finance

Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

What We Love

🚀 Efficient app with quick access to accounts
🔒 Secure login process
👍 Comprehensive research and data tools
💡 Ability to link external accounts for full financial view
👍 Reliable and trustworthy platform

Room to Improve

🐛 Inaccurate account information and performance data
🔍 Cluttered and unintuitive user interface
🔍 Difficult to navigate and find desired features
🔍 Lacking key features for active traders
🐛 Buggy app with frequent crashes and performance issues

Edward Jones by Edward Jones

Track your goals on-the-go

Worth Considering

4.8😊(139K ratings)

Free

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.

What We Love

🚀 Efficient and streamlined app
👍 Intuitive and user-friendly design
🔒 Secure communication with advisors
💡 Ability to integrate external accounts
👍 Helpful for retirement planning and goal tracking

Room to Improve

🐛 Frequent login and Face ID issues
🔍 Lack of advanced features and customization
🔍 Cluttered and overwhelming UI
🔍 Missing key information and data visualizations

More Srivesh Management apps to explore

Schwab Mobile

Own your tomorrow®

Consolidated account viewMobile check depositIntuitive trade ticket

Manage your investments, research market trends, and conduct banking all within a single application. Track your portfolio, deposit checks, and trade stocks, ETFs, and options with intuitive tools and real-time insights.

(1.2M)

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Account overview and balance trackingInvestment performance trackingCost basis and day change details

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

by Excel Net Solutions Private Limited

Mutual fund scheme informationFund objective and featuresReturn performance tracking

Access detailed information on Indian mutual fund schemes, including objectives, performance, and holdings. Compare fund returns and utilize financial calculators. Investors can also manage their portfolios online.

by Invesco Asset Management (India) Private Limited

E*TRADE: Invest. Trade. Save.

(0)

Stocks, ETFs, options, crypto

Commission-free stock, ETF, and options tradesMutual fund tradingProfessionally built portfolios

This app simplifies investing, banking, and trading for users of all experience levels. It provides commission-free trades, research tools, educational resources, and high-yield savings options.

(381K)

Betterment Invest & Save Money

Investments & Cash Accounts

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash accounts

Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.

(65K)

Scripbox Mutual Fund & SIP App

Invest in MF, SIP, Save Tax

Personalized investment plansSIP and lump sum investmentsPortfolio review and monitoring

Invest in mutual funds and SIPs with personalized recommendations based on your risk profile and financial goals. Track your entire portfolio, receive expert guidance for asset allocation, and save on taxes with ELSS funds. Secure, paperless transactions are supported.

(106)

Autopilot: Automated Investing

In your own brokerage account

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker

Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.

(21K)

Invest in Direct Mutual Funds

Piggy - Mutual Funds App

Invest in direct mutual funds and SIPsZero commissions and transaction feesTax saving investments (ELSS)

Invest in direct mutual funds and SIPs with no hidden commissions or service fees. Increase your returns by up to 1.5% compared to other distributors. Offers paperless, secure investing with portfolio analytics and expert recommendations.

(1)

by Computer Age Management Services Private Limited.

myCAMS Mutual Fund App

Single gateway for multiple mutual fundsBiometric/MPIN loginPAN level portfolio view

Manage your mutual fund investments from multiple providers in one place. Perform transactions like purchases, redemptions, and set up SIPs easily. Offers secure login and portfolio tracking for a streamlined investment experience.

(188)

Park Avenue® Wealth Management

by Park Avenue Securities

Account balances and holdingsInvestment performance trackingPortfolio allocation overview

Access your investment accounts, view balances, track performance, and manage transactions on the go. Securely store and share documents with your advisor. Requires an existing account with Park Avenue Securities.

(24)

by FFREEDOM INTERMEDIARY INFRASTRUCTURE PRIVATE LIMITED

Kriday Smart Portfolio

Mutual Fund dashboardAsset-wise portfolio viewApplicant-wise portfolio view

This app allows mutual fund investors to monitor their portfolios, view transaction details, and track upcoming SIPs. It provides a dashboard for mutual funds and SIPs, with options for asset-wise and applicant-wise portfolio views. The app also offers online transaction capabilities and NAV tracking for schemes.

(17)

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.

Invest in mutual funds paperlessly with a wide range of options from major AMCs. Track your portfolio in real-time, set up automatic investments, and receive personalized recommendations. Start investing in minutes without any paperwork.

Paperless mutual fund investmentsInvest in funds from major AMCsReal-time portfolio tracking

ITI Asset Management Limited