10+
Downloads
Content rating
Everyone
Screenshot image
Screenshot image

About this app

Aadi Wealth app allows clients to view their investments in Mutual Funds, Fixed Deposit and Insurance at the click of a button. It also provides a consolidated investment report.

This App can effectively manage your entire financial portfolio, which includes Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance.

The app's salient features include a detailed report that encompasses all your assets, easy login via your Google email id, transaction statement of any period, advanced capital gain reports, and a one-click statement of account download for any Asset Management Company in India.

You can also invest online in any mutual fund scheme or new fund offer and track all orders until the allotment of units to ensure complete transparency. Furthermore, the SIP report keeps you informed of your running and upcoming SIPs and STPs, and an insurance list helps you keep track of premiums to be paid. The app also provides folio details registered with each AMC.

Aadi Wealth also offers several calculators and tools, such as a retirement calculator, SIP calculator, SIP delay calculator, SIP step up calculator, marriage calculator, and EMI calculator.
Updated on
Aug 2, 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
No data collected
Learn more about how developers declare collection
Data is encrypted in transit
You can request that data be deleted

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