Wholelife Fin Service

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About this app

Wholelife Fin Service is a versatile platform that meets all your Investment needs.

Wholelife Fin Service is a comprehensive tool that takes care of your complete financial portfolio, including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, Portfolio Management Services (PMS), and Insurance, all through its cutting-edge app.

Some notable features of the app include a detailed asset report, easy access via your Google email ID, transaction statements for any timeframe, advanced capital gain reports, and a convenient one-click account statement download for any Asset Management Company in India.

The platform also enables online investment in various mutual fund schemes and new fund offers while allowing you to track orders until unit allotment, ensuring complete transparency. Additionally, it keeps you informed about your running and upcoming Systematic Investment Plans (SIPs) and Systematic Transfer Plans (STPs) through the SIP report. You can also manage your insurance premiums through an integrated list. The app offers detailed folio information registered with each Asset Management Company as well.

Wholelife Fin Service extends its usefulness by offering a suite of calculators and tools, including a retirement calculator, SIP calculator, SIP delay calculator, SIP step-up calculator, marriage calculator, and EMI calculator, to help you make well-informed financial decisions tailored to your specific needs.
Updated on
May 31, 2024

Data safety

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
Learn more about how developers declare collection
Data is encrypted in transit
You can request that data be deleted

What's new

- Improved My Journey So Far
- Improved Client Search
- AMFI Registered MFD added
- Improved Fund Picks
- Improved My Orders
- Fixed Address Screen Issue
- Resolved Crashes
- General Update