Maitri Wealth

Hemal M Shah

About this app

Welcome to Maitri Wealth, your ultimate tool for seamless mutual fund management. Take control of your personal finance with an all-in-one account, unifying your family's financial data under ""One Family - One Account"" for improved organization and accessibility.

Experience an amazing user interface on Maitri Wealth, complete with immersive and interactive features that make managing your finances a delight. We've added multiple themes to provide a rich and satisfying app experience, ensuring you enjoy every step of your financial journey. With client self-onboarding, you can be investment-ready in just 10 minutes. Keep track of your financial aspirations' progress with our interactive goal planning module.

Rest assured, your data is secure with Maitri Wealth. We implement robust security measures throughout the app to protect your personal information. You can add an extra layer of protection with a PIN or opt for the convenience of biometric security features like fingerprint unlock and face detection.

Enhance your mutual fund investments with ease on Maitri Wealth. Seamlessly manage your MF portfolio, view all transactions and SIPs, and compare various mutual funds along with their factsheets. Our streamlined online investment account creation process gets you started within just 5 minutes. Moreover, you can complete your entire transaction journey within the app, eliminating the need for email authentication. Activating mandate authentication is also quick, taking only 2 minutes.

Discover the power of diversified portfolio management with 20+ asset classes available on Maitri Wealth, including MFs, stocks, insurance, fixed income, commodities, real estate, NPS, small savings schemes, loans, and more. Each asset is presented with detailed information, providing an enhanced experience for adding, editing, and deleting assets for a seamless portfolio management.

Download Maitri Wealth now and embark on a journey towards simplified and rewarding mutual fund investments. Empower yourself to make informed financial decisions and achieve your investment goals effortlessly with Maitri Wealth.

What’s new

Bug fixes, new features, and improvements!