Twealth: Mutual Fund & Stocks

Target to Wealth Private Limited

About this app

Twealth: Mutual Fund & Stocks is a versatile investment app that simplifies managing your financial portfolio. Here's what it does:

1. **Investment Organizer**: It helps you keep tabs on various investment types like Mutual Funds, Bonds, and Insurance, all in one place.

2. **Detailed Investment Insights**: Provides comprehensive reports about your investments, giving you a clear picture of where your money is.

3. **Easy Access**: You can log in effortlessly using your Google email.

4. **Transaction History**: Keeps a record of your past investment activities so you can review them.

5. **Tax Assistance**: Assists in calculating your investment gains, especially useful for tax-related purposes.

6. **Document Retrieval**: Quickly fetches important investment documents from different providers.

7. **Online Investment**: Streamlines online investment processes and keeps track of your investments.

8. **Regular Investment Reminders**: If you invest regularly, it notifies you about upcoming investments.

9. **Insurance Management**: Sends reminders for insurance premium payments.

10. **Investment Overview**: Provides a summary of your investments and their current values.

11. **Useful Financial Tools**: Offers tools for retirement planning, determining regular investment amounts, and more.

Twealth acts like a investment companion, ensuring you're in the know about your investments and aiding you in making informed decisions.

What’s new

- Mandatory Risk Profiling
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Message
- Fixed Crashes & Other Issues