Best Wealthcareindia Apps

0.0(0 ratings)

Free

Manage your entire financial portfolio, including mutual funds, stocks, bonds, and insurance. Track performance, download reports, and invest online. Includes helpful financial calculators for retirement, SIPs, and loans.

Kuvera by CRED: MF & US Stocks by Dreamplug

Direct MFs, SIPs, FDs, Surplus

Strong Contender

4.6(167 ratings)

Free

Kuvera by CRED: MF & US Stocks screenshot 1

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Kuvera by CRED: MF & US Stocks screenshot 3

Kuvera by CRED: MF & US Stocks screenshot 4

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This app simplifies online investing by offering a single platform for mutual funds, fixed deposits, and stock market investments. It provides tools for financial planning, goal setting, and family accounts, along with smart analytics to help users make informed decisions and grow their wealth.

Mint by Investwell by Excel Net Solutions Private Limited

Worth Considering

AssetPlus - Mutual Funds & SIP

4.8😐(248 ratings)

Free

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.

What We Love

👍 User-friendly interface
🚀 Quick responding app
✅ Good information and database
📊 Excellent MIS
✨ Simple & Easy to use
👌 User friendly interface
📈 Accurate reports
💼 Variety of reports
🌟 Investor friendly
💡 Well-designed and effective application
💯 Everything aligned perfectly
🎨 Nice color scheme
🗂️ Comprehensive reports
👍 Overall good experience

Room to Improve

🐌 Refresh lag
🔄 Too frequent updates
📉 Incorrect CAGR calculation
❓ Login asks for broker domain
🤔 Baffled how to get started
🛠️ Horribly made, basic usability issues

More Wealthcareindia apps to explore

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.

(50)

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.

(193)

Axis Mutual Fund Invest Online

Invest in just 5minutes

Start SIP and Lumpsum investmentsInvest in Equity, Index, Hybrid, and Debt fundsTrack investment history and NAV updates

Invest in mutual funds quickly and easily with this official app. Start SIPs, make lump-sum investments, and manage your portfolio with a user-friendly interface. Track NAVs, monitor holdings, and access detailed insights for informed financial decisions.

(474)

IBKR Mobile - Invest Worldwide

Trade At the Lowest Cost

Trade stocks, ETFs, options, futures, currencies, bonds, and mutual fundsAccess 170+ global marketsComprehensive research and market intelligence

Access global markets and trade a wide range of financial instruments from your mobile device. Utilize institutional-grade technology, comprehensive research tools, and advanced portfolio management features to make informed investment decisions.

by Moneymap investment advisors private limited

Automated robo-advisoryInvest in direct mutual fundsTrack wealth on the go

Invest in direct mutual fund plans through an automated robo-advisory platform. Get objective financial advice based on data algorithms to manage and track your wealth on the go. Offers direct schemes from numerous Indian fund houses with no commission fees.

(0)

by KFIN TECHNOLOGIES LIMITED

KFinKart-Distributors

Initiate mutual fund transactionsAuto-fill customer details using PANBundle documents and invest instantly

Manage mutual fund transactions and customer portfolios on the go. This app streamlines financial advisory services by allowing instant customer detail entry, document bundling, and transaction initiation. Track earnings, generate reports, and access support for a more productive advisory experience.

by SBI Funds Management Limited

Online empanelmentBulk transaction processingEdit SIP functionality

This application streamlines mutual fund distribution for financial advisors. It allows for client account management, transaction processing, business planning, and team coordination, all without paperwork.

(11)

Imperial Money - Mutual Funds

by Imperial Money Pvt. Ltd.

Invest in mutual fundsPaperless transactionsSIP and lump-sum investments

Invest in mutual funds easily and conveniently with this app. It offers a paperless experience for buying, selling, and switching funds, with expert recommendations and financial planning tools. Start investing with as little as Rs. 500.

(1)

ICICI Direct-Stocks F&O MF IPO

Open Demat & Trade in Options

Integrated 3-in-1 accountInvest in 5000+ stocks and derivativesReal-time market data

This app provides a comprehensive platform for online trading and investment. It integrates savings, demat, and trading accounts, offering access to a wide range of stocks, mutual funds, and IPOs with real-time data and expert recommendations.

(4.5K)

AnandRathi MutualFunds–Client

by Anand Rathi

Seamless onboarding in 90 secondsSingle point access for various schemesPlace Lumpsum, SIP, Switch, Redeem, STP, SWP

Manage your mutual fund investments easily from your mobile device. Register, transact, and track your portfolio in real-time with secure access and various payment options.

(3)

UTI Mutual Fund Invest online

Invest, Manage, Track, Explore

Paperless and secure transactionsExplore and invest in schemesCustomizable investment dashboard

Easily invest in mutual fund schemes, track your portfolio, and manage your financial goals. This app offers a secure, paperless way to transact, explore schemes, and access financial planning tools.

(22)

Multipl: Mutual Funds with UPI

Spending Account with UPI

Invests spending money in liquid mutual fundsEarns up to 7% p.a. on balancePay via UPI anywhere

This app offers a unique spending account that invests your everyday money in liquid mutual funds, earning potential returns until you spend it. It allows UPI payments, bill payments, and gift card purchases with exclusive discounts.

This app simplifies mutual fund investments and wealth management with a hybrid tech and human-touch approach. It helps users track all their investments in one place, execute online mutual fund transactions, and offers access to qualified financial experts.

Mutual Fund InvestmentsWealth ServicesInvestment Tracking

(2)

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.

free with in-app purchases

(23K)

myDFS

by Almighty Consulting Solutions Pvt. Ltd.

HDFC Securities InvestRight

(0)

Stocks,Mutual Funds & IPO

Demat and trading account managementInvest in stocks, mutual funds, and IPOsPersonalized dashboard and order placement

This trading app offers a comprehensive platform for managing demat and trading accounts, investing in stocks, mutual funds, and IPOs. It provides personalized dashboards, fast order execution, and market insights to enhance your investment journey.

(3K)

AnandRathi MutualFunds–RM

by ANAND RATHI SHARE AND STOCK BROKERS LIMITED