Purse: MF, FD, NPS & Insurance

Way2Wealth Securities Pvt. Ltd.

À propos de l'application

Purse, the digital wealth management app by Way2Wealth, stands as a tailored solution hub for every investor's financial aspiration. Way2Wealth is part of the financial conglomerate Shriram Group which is engaged in commercial vehicle finance, life and general insurance, consumer and enterprise finance, financial product distribution, retail stock broking, chit fund, and wealth advisory business through its various subsidiaries.

Presently, the Purse platform offers an array of financial instruments such as mutual funds, fixed deposits (FDs), National Pension Scheme (NPS), and insurance products. As part of our ongoing commitment to enhancing our offering, we are actively working on integrating complementary products including lending services, Broking, Portfolio Management Services (PMS), and a host of other offerings to further diversify portfolios and expedite financial growth trajectories. Our core aspiration revolves around making investment a cost-effective, seamless endeavor, unburdened by complexities.

Irrespective of whether you are embarking on your maiden investment voyage or are a seasoned financial expert, Purse's meticulously curated portfolio selection aids in the discernment of the most suitable investment avenue, aligned with the overarching goal of nurturing long-term wealth.

Here's why entrusting your investments to Purse is a prudent choice:

* Streamlined Digital KYC and Onboarding: Bid farewell to cumbersome paperwork as we offer a seamless, 100% digital KYC and onboarding process.
* Fund Agnosticism: We maintain a neutral stance towards funds, ensuring an unbiased approach in our fund recommendations.
* Guided-Choice Model: Our guided-choice model simplifies the fund selection process, providing expert assistance in identifying the most fitting options.
* Effortless Investment & Withdrawal: With a mere click, you can initiate investments and execute withdrawals, putting you in control of your financial journey.
* Transparency in Fund Information: Critical fund details are readily accessible, enhancing transparency and aiding informed decision-making.
* Versatile Payment Modes: We support a spectrum of payment modes, facilitating investments tailored to your convenience.
* In-App Access to Dedicated Customer Service: Enjoy seamless access to our dedicated customer service center within the app.
* Absence of Transaction or Platform Fees: With no transaction or platform fees, your investment yield remains maximized.
* Micro-SIPs Starting at Rs 100: Enter the investment landscape with ease through micro-SIPs, requiring an investment as low as Rs 100.
* Comprehensive Investment Tracking Dashboard: Monitor and manage your investments with ease using our comprehensive dashboard.

Backed by a robust and secure infrastructure, we ardently strive to deliver a superlative customer experience that is rooted in reliability and trustworthiness. Your financial endeavors are our priority, and we remain dedicated to providing an investment platform that truly empowers you.