Simply Wealth

Simply Wealth

About this app

Simply Wealth is the perfect app for simplifying your personal finance. With an all-in-one account that's accessible to your entire family, you can easily organise and manage your finances. The app features an amazing user interface with multiple themes added for getting a rich feel of the app, making it immersive and interactive.

The app's interactive goal planning module allows you to track the progress of your financial goals and plan your investments accordingly. The profile page brings all your profiling related information at one place, so you can access your and your family member's personal data, online investment account onboarding, and mandate related information from a singular place.

Simply Wealth takes security very seriously, offering great security measures throughout the app to secure your personal data. You can set a PIN for additional security or use biometric security measures like fingerprint unlock and face detection unlock to enhance the experience and keep it secure at the same time.

Simply Wealth is not just a personal finance app, it's also a great mutual fund investing app. You can seamlessly manage your mutual fund portfolio, view all your transactions and SIPs, search for various baskets, and compare different mutual funds. You can even check their factsheets without any hassle. Online investment account creation is simplified to 5 minutes and transaction facility is available within the app without having to authenticate the transaction from email. Mandate authentication can also be completed within the app and activated within 2 minutes.

In addition to mutual fund investing, Simply Wealth also offers portfolio management for 20+ asset classes including MF, Stocks, Insurance, Fixed income, Commodities, Real estate, NPS, Small Savings schemes, Loans, and more. Detailed information for each of your assets is visible in a much enhanced manner, and adding, editing, and deleting your portfolio is now a breeze.

With Simply Wealth, you can simplify your personal finance and start investing in mutual funds without any hassle.

What's new

Check out our latest updates to experience the powerful calculators in the mobile app
1)Change of broker.
2)LAMF.
2)Bug fixes for a better experience.