HappyWISE

HappyWISE Financial Services

About this app

Take control of your personal finances with HappyWISE, the all-in-one account that helps you stay organized. With a user-friendly interface and immersive features, HappyWISE makes managing your mutual fund portfolio a breeze. Whether you're a seasoned investor or just starting out, our app provides everything you need to track your investments and achieve your financial goals.

Our interactive goal planning module allows you to monitor the progress of your financial goals in real time. Say goodbye to scattered information - our profile page brings all your personal and investment data together in one convenient place. From onboarding new family members to accessing mandate-related information, HappyWISE simplifies the process and ensures your data is secure.

When it comes to security, HappyWISE goes the extra mile. We've implemented robust security measures to safeguard your personal information. You can set up a PIN for added protection or use biometric security features like fingerprint unlock and face detection unlock. Rest assured that your data is safe and secure with HappyWISE.

HappyWISE isn't just about mutual funds - it offers an extensive range of portfolio management options. From stocks and insurance to fixed income and real estate, you can manage over 20 asset classes within the app. Our enhanced features provide detailed information for each asset, making it easier than ever to make informed investment decisions. Plus, we've streamlined the process of adding, editing, and deleting assets, giving you a seamless user experience.

What’s new

Nominee addition made compulsory while creating a UCC.
NEFT/RTGS payment mode added in relevant transaction modes
Other bug fixes & improvements