Wealthfund

Wealthfund Services Private Limited

About this app

About Wealthfund

“Wealthfund App” an initiative of Wealthfund Services Private Limited (WSPL), it is a leading online personal finance and investment platform. At WSPL, we provide investing experience:

• Digital and Paperless

• Instant goal-based investment recommendation, benchmarking & Transactions

• 24X7 transaction processing

• Portfolio tracking at your fingertips

• First transaction in less than 5 minutes



Making monitoring & investing hassle FREE!

About App

One stop solution for all your personal finance and investment needs. With this App, you can:

Personal Finance:

• Sign up and link your accounts on the move.

• View all your banks, credit cards and investment accounts at a single place.

• Manage your expenses and get notified of events affecting your net worth.

• Expense tracker gathers all bank and credit card transactions into various expense categories, which helps you track expenses across categories, set budgets and monitor them.



Ensuring you save more and spend better!

Investment:

• Get unbiased investment recommendations and build a dedicated portfolio based on your savings goals.

• Discover faster, easier and smarter ways to transact in Mutual Funds. (Both Direct & Regular Schemes)

• Get a single view of your portfolio, open new folios, purchase, redeem, switch, set up SIP and more stay updated on your investments across Mutual Funds.

• Wealthfund is your single gateway to multiple Mutual Funds including Aditya Birla Sunlife MF, DSP BlackRock MF, HDFC MF, ICICI Prudential MF, IDFC MF, IIFL MF, Kotak MF, L & T MF, Mahindra MF, PPFAS, SBI MF, Tata MF and many more.