Aadi Wealth
10+
Downloads
Everyone
info
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.
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
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
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Data is encrypted in transit
You can request that data be deleted
What’s new
- Added options to search investor by PAN, Mobile
- Improved capital gain realised
- Time period filter added in My Journey So Far
- Factsheets now show multiple fund managers
- Transactions allowed in Top Schemes based on ARN mapping
- Fixed issue of ARN no.
- Fixed issue with deleting goals
- Added security improvements
- Other fixes and updates
- Improved capital gain realised
- Time period filter added in My Journey So Far
- Factsheets now show multiple fund managers
- Transactions allowed in Top Schemes based on ARN mapping
- Fixed issue of ARN no.
- Fixed issue with deleting goals
- Added security improvements
- Other fixes and updates
App support
About the developer
AADI WEALTH M F SERVICES PRIVATE LIMITED
amitjain@aadiwealth.com
203, Bestech chamber, Sushant lok-1
Gurugram, Haryana 122009
India
+91 99584 55899