Prudent Wealth

PW Financial Services Pvt. Ltd.

About this app

Prudent Wealth App is an Online Mutual fund investment platform powered by Prudent Wealth. As an investor, it might be hard to find the perfect investment opportunity; therefore, we're here to help you make an informed decision.

Our goal is to educate people and make them financially literate, and at the same time guide you in your investment journey, in short Prudent Wealth is your investment buddy.

Are you new to investing?

We understand how difficult it is to make an investment decision when there are so many possible options.

So, what's the solution?

Our app, Prudent Wealth, is designed to make investing easy and hassle-free. If you plan ahead, you can have a better tomorrow. That's exactly, what we truly believe in, and we're confident you do as well. With Prudent Wealth, begin the journey towards your prosperous future.

What's in the App?

- Mutual Funds
- Equity Shares
- Bonds
- Fixed Deposits
- PMS
- Insurance

Key Features:

- Complete Portfolio report download including all assets.
- View the historical Performance of your Portfolio easily
- Easy login via your Google email id.
- Transaction statement of any period
- 1 Click Statement of Account Download for any Asset Management Company in India
- Advanced Capital Gain Reports
- Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency
- SIP Report to be informed of your Running and Upcoming SIPs, STPs.
- Insurance list to keep track of premiums to be paid.
- Folio details registered with each AMC.

Calculators and Tools available:

- Retirement Calculator
- SIP Calculator
- SIP Delay Calculator
- SIP Step up Calculator
- Marriage Calculator
- EMI Calculator

Why MyGoalMySip?

Unlike other investment apps that are solely driven by machines, we prefer to provide a personalized experience because we feel that investing is about making significant life decisions and no one knows Humans better than other Human Experts.

You can reach out to us, and we'll be happy to assist you in choosing the perfect scheme for you.

Join us today!

For more details, visit: www.mygoalmysip.com
Reach us at: [e-mail]

What’s new

- Fulfilled Google 16 KB Requirements
- AMFI links Updated
- Contact Screen for RIA
- Added Font-Size Setting In-App
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Fixed Weekly SIP Dates in NSE Invest
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes