Wealth Insight offers the simple, free & most convenient way for your Mutual Fund Investment.
It’s all just on fingertips, No paperwork, No hassles, Do Mutual fund investment using Wealth Insight. All Indian mutual funds are available in one single app. In Wealth Insight you can start SIP, lump-sum investment for free.
Switching of the funds from one fund to other fund and Systematic withdrawal plan or funds from liquid to equity or equity to liquid while re-balancing of the portfolio you can just do it here anytime anywhere you are.
- Investing becomes easy with your fingertips
- Get Sign up in minutes,
- One time KYC process within the app
- Buy, Sell, Shift mutual funds within fund family.
- Buying Systematic investment plan or doing the STP or SWP is just simple and easy.
- Invest in all mutual funds online for free
You do not require paying any additional cost for buying funds from Wealth Insight!! Most researched Mutual funds baskets are available here.
Learn mutual fund investment with as low as Amount of Rs.500/- with respect to your objective and planning of life the portfolio builder for giving you one of the state of the art experience.
- Mutual Fund Investment App for You
- Simple Design, Easy to understand
- Made for beginners and experts both
- Financial Planning you can do it here itself
- Invest in the researched and ready-made basket of mutual funds recommended by experts with years together experience bringing for you.
- Latest finance news and insights, notifications
Most important is the teams of experts are available here to help you out in any type of Issues.
* Steps After Wealth Insight App Install:
- Verify your KYC
* If the KYC is not available then use following process
- PAN/KYC
- Profile set up
- Make an investment of sip or lumpsum
- Need of KYC for mutual funds as per process of the Government of India
for making a Tax saving funds (ELSS mutual funds): Invest in tax saving mutual funds to get tax exemption under section 80c. The total exempt limit is 1.5 Lakhs.
Invest in equity mutual funds - small cap, large cap, mid cap, multi-cap - for the long term and higher returns. Check out SIP Calculator to know how much returns you can make.
Safe & Secure:
We use the latest security standards to keep your data safe and encrypted.
WEALTH INSIGHT is secure and does not store any information on your device or SIM card. Download and stay connected to your Mutual Fund investments always. Wealth Insight uses NSE (National Stock Exchange) for transactions. We support all RTAs - CAMS, Karvy and Franklin.
Following AMC’s are supported on WEALTH INSIGHT Mutual Fund Investment App:
SBI Mutual Fund,NIPPON Mutual Fund,ICICI Prudential Mutual Fund,HDFC Mutual Fund,Aditya Birla Sun Life Mutual Fund,Franklin Templeton Mutual Fund,DSP Mutual Fund,Kotak Mutual Fund,Mirae Asset Mutual Fund, Axis Mutual Fund Motilal Oswal Mutual Fund, L&T Mutual Fund,IDFC Mutual Fund,INVESCO Mutual Fund,UTI Mutual Fund,Sundaram Mutual Fund,Tata Mutual Fund,ITI MUTUAL FUND,BNP PARIBAS MUTUAL FUNDS,EDELWEISSS MUTUAL FUND,HSBC MUTUAL FUND MAHINDRA MUTUALA FUND,PGIM MUTUAL FUND,UNION MUTUAL FUND
WEALTH INSIGHT - KEY FEATURES
Access your investments across multiple Mutual Funds through a Single Gateway; No more managing multiple PINs, Folios numbers, login ids;
- Mobile PIN & Pattern login – Simplified your Mutual Fund Investment App login process now. Just pick your preferred login methods – Mobile PIN, Pattern or Password right away
- Paperless Investing: Quick & paperless account creation and instant Activation. Within a couple of minutes, you are all set to ride the new wave of investing.
- Instant SIP: Once you are registered. It takes less than a minute to start a SIP.
Calculators available:
- Retirement Calculator
- - SIP Calculators: With this calculator plan your investment needs to achieve your Financial Goals.
- SIP Step up Calculator
- Marriage Calculator
Investing makes easy at Wealth Insight!!!
Oxirgi yangilanish
5-avg, 2024