WealthMitra Mutual Funds
100+
Downloads
Everyone
info
About this app
WealthMitra-The Financial Mall is a young and vibrant company- helping our clients to compare and choose the best Financial Product from strategy creation to execution.
You can use WealthMitra app to stay on top of your Complete Financial Portfolio with all assets
WealthMitra offers a variety of Wealth solutions including:
✅ Personalized Wealth Management Solutions
✅ Financial Planning Solution
✅ Insurance Solution
✅ Retirement Solution
✅ Tax Planning Solution
✅ Estate & Will Planning Solution
✅ NRI Services
✅ Customized Tools for Wealth monitoring & Call N Transact Facility Through E-Mitra Account.
Key Features:
✅ Complete Portfolio report download including all assets.
✅ View historical Performance of your Portfolio easily
✅ Easy login via your Google email id.
✅ Transaction statement of any period
✅ 1 Click Statement of Account Download for any Asset Management Company in India
✅ Advanced Capital Gain Reports
✅ Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency
✅ SIP Report to be informed of your Running and Upcoming SIPs, STPs.
✅ Insurance list to keep track of premiums to be paid.
✅ Folio details registered with each AMC.
Calculators and Tools available:
✅ Retirement Calculator
✅ SIP Calculator
✅ SIP Delay Calculator
✅ SIP Step up Calculator
✅ Marriage Calculator
✅ EMI Calculator
For More Details Please Contact
📱Ankit Maheshwari - +919717092611
📧 ankit@wealthmitra.com
Financial Product Distributor
AMFI Reg. Mutual Funds Distributor
You can use WealthMitra app to stay on top of your Complete Financial Portfolio with all assets
WealthMitra offers a variety of Wealth solutions including:
✅ Personalized Wealth Management Solutions
✅ Financial Planning Solution
✅ Insurance Solution
✅ Retirement Solution
✅ Tax Planning Solution
✅ Estate & Will Planning Solution
✅ NRI Services
✅ Customized Tools for Wealth monitoring & Call N Transact Facility Through E-Mitra Account.
Key Features:
✅ Complete Portfolio report download including all assets.
✅ View historical Performance of your Portfolio easily
✅ Easy login via your Google email id.
✅ Transaction statement of any period
✅ 1 Click Statement of Account Download for any Asset Management Company in India
✅ Advanced Capital Gain Reports
✅ Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency
✅ SIP Report to be informed of your Running and Upcoming SIPs, STPs.
✅ Insurance list to keep track of premiums to be paid.
✅ Folio details registered with each AMC.
Calculators and Tools available:
✅ Retirement Calculator
✅ SIP Calculator
✅ SIP Delay Calculator
✅ SIP Step up Calculator
✅ Marriage Calculator
✅ EMI Calculator
For More Details Please Contact
📱Ankit Maheshwari - +919717092611
📧 ankit@wealthmitra.com
Financial Product Distributor
AMFI Reg. Mutual Funds Distributor
Updated on
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What's new
- Resolved Redemption Screen Crash
- Introduced Meetings Notes
- Improved contact screen for AMFI due diligence req.
- Improved NSE Onboarding Workflow
- Added KYC Check while Placing Order
- Added IIN Rejection Reason in Profiles
- Added Google SDK 14 Support
- Added Collapsable Option on Home & Portfolio
- Added Transaction Mode in New Investment
- Added Balance units on fund's detailed Screen
- Introduced Meetings Notes
- Improved contact screen for AMFI due diligence req.
- Improved NSE Onboarding Workflow
- Added KYC Check while Placing Order
- Added IIN Rejection Reason in Profiles
- Added Google SDK 14 Support
- Added Collapsable Option on Home & Portfolio
- Added Transaction Mode in New Investment
- Added Balance units on fund's detailed Screen
App support
phone
Phone number
+19717092611