Wealth Monitor: MF & Stocks

Dezerv

About this app

Wealth Monitor is a powerful financial tool designed to help you make smarter investment decisions. Whether you are a seasoned investor or just starting with mutual funds, Wealth Monitor can help transform your investment experience.

Dezerv uses cutting-edge technology to provide in-depth portfolio health checks, show missed gains, and highlight red flags – helping you closely monitor your investments. This tool helps you in analysing mutual funds and taking control of your financial future.

Dezerv has reviewed over 15,000 CR+ worth of investments to date. Download the Dezerv Wealth Monitor app today, and take control of your financial future with expert guidance!

💡Get your portfolio #ReviewedByExperts:

🎓 Seasoned Investment Experts: Our team has 20+ years of experience in investment industry
💰 Track Record of Success: Previously our team has managed INR 50,000 Cr
📊 Personalized Analysis & Recommendations: Get a tailor-made portfolio analysis and actionable recommendations just for you

Download the Dezerv Wealth Monitor app to get:

📈 Mutual Fund Portfolio Analysis 📈 - Wondering "how to analyse mutual funds?" or "how to check my mutual fund portfolio?" Look no further! Wealth Monitor app does extensive mutual fund portfolio analysis, raises the red flags in your portfolio and suggests what funds are performing good and what are not performing good using our state-of-the-art technology. 📊

💪 Portfolio Health Check 💪 – Get a complete 'wealth checkup' done with our robust portfolio health check feature. This free portfolio analysis tool is used to understand your investment's performance and health. Be it a mutual fund health check or a mutual fund portfolio review, we’ve got you covered! 👍

👀 Portfolio Monitoring 👀 - Wealth Monitor is not just an app; it's your personal mutual fund monitor. Track changes, watch growth, and get custom alerts on your mutual fund portfolio. Stay updated in real-time, all the time! ⏰

🕒Quick and Free Portfolio Review 🕒- Get your portfolio evaluated at no charge 💰 and it takes less than 10 minutes! 🕒

🔒 Secure and Reliable 🔒 - Wondering, "Is my data secured on the Wealth Monitor app?" Your peace of mind is our priority! We take stringent measures to protect your data and maintain your privacy. Monitor your wealth securely with Wealth Monitor. Dezerv, the app developer, is a regulated market intermediary under various SEBI licenses like AMFI Registration (No.: ARN -248439), Information Security Management System - ISO/IEC 27001:2013 certified company committed to the safety and security of our user’s data. This means that your data is completely safe and secure ✅

🔐Privacy 🔐- We don’t share your data with any 3rd party vendor. Your data is completely secured, and you are free to delete it at any point in time.

Here are three key reasons why a portfolio health check is essential:

1️⃣ Identify the Risks: Get insights into potential risks in your portfolio and make informed decisions to manage them. 🚧
2️⃣ Understand Your Portfolio Composition: Get a clearer picture of your portfolio's diversification and adjust your investment strategy accordingly. 🧩
3️⃣ Discover Missing Opportunities: Uncover hidden opportunities you may be missing and enhance your portfolio's performance. 💡

Key Features of Wealth Monitor :

1️⃣ Mutual Fund Portfolio Analysis: Get a complete review of your investments with our analysis tools.
2️⃣ Portfolio Monitoring: Stay up-to-date with real-time alerts and growth tracking.
3️⃣ Secure and Reliable: Your data privacy and security are assured.

Take control of your wealth, make informed investment decisions, and march towards a secure financial future with Dezerv’s Wealth Monitor app.

Ready to redefine your investment journey? Download the Wealth Monitor app today! 📲💰

💁🏽 For any feedback, write to us at [e-mail]

Ratings and reviews

Everything looks good. One thing: some bank accounts are not yet fetching. If FD, RD, PPF, EPF, and NPS are also added to the portfolio, it will be better to see everything in one place

It is a great tool for managing money. It would be great if this app can get option to track more assets like NPS, EPF, PPF etc. Also would be nice to see the liabilities like Loans etc. Everything money related in one place.

I am drop the mail for my concern and no reply from the concerned department. Bank account details adding an option is there but the delete option is not there. My old close bank account details also fetched. Except this remains all things good.