Wealth 6

Wealth6

About this app

This app is exclusively available to investors who have subscribed to the services of Wealth 6, an AMFI-registered Mutual Fund Distributor.

The platform provides access to a wide range of Mutual Fund schemes, enabling investors to make informed investment decisions based on expert recommendations.

Insurance Access and Management:
Easily view and access your existing insurance policies, including:
• Automobile Insurance
• Health Insurance
• Life Insurance
• Property Insurance

Loan Tracking:
Stay updated on loans availed through the platform, such as:
• Loans secured against Mutual Funds
• Loans secured against Securities
• Business loans designed for Small and Medium Enterprises (SMEs)

Portfolio Tracking Features:
✔ Monitor your portfolio performance across all investment categories
✔ View consolidated family-level portfolios in one place
✔ Get a complete overview of your holdings and returns
✔ Track overall gains, including dividends and interest income
✔ Receive alerts for important financial events and milestones
✔ Align your investments with financial goals and monitor progress
✔ Manage and track your support tickets effortlessly
✔ Receive customized portfolio reports via email for you and your family members.

What’s new

- Added Recurring Deposit investment option.
- Allow Family head (Primary holder) to process transaction.
- In App Update.