Wethonic

Wethonic Financial Services Private Limited

About this app

Wethonic is your all-in-one application for managing every aspect of your investments. With this state-of-the-art app, you can effortlessly monitor and manage your complete financial portfolio, covering assets such as:

- Mutual Funds
- Equity Shares
- Bonds
- Fixed Deposits
- PMS (Portfolio Management Services)
- Insurance

Key Features:

- **Comprehensive Portfolio Reports:** Easily download detailed reports that include all your assets in one place.
- **Historical Performance Tracking:** Quickly view the historical performance of your portfolio to make informed decisions.
- **Simple Login:** Secure and straightforward login using your Google email ID.
- **Flexible Transaction Statements:** Access transaction statements for any period you choose.
- **One-Click Account Statements:** Download statements from any Asset Management Company in India with a single click.
- **Advanced Capital Gain Reports:** Access in-depth reports to optimize your tax planning.
- **Online Mutual Fund Investments:** Invest in mutual fund schemes or new fund offers online and track your orders until unit allotment for full transparency.
- **SIP Management:** Stay updated with reports on your current and upcoming SIPs and STPs.
- **Insurance Premium Tracking:** Keep an organized list to track when your insurance premiums are due.
- **Folio Details:** Access and manage folio details registered with each Asset Management Company (AMC).

Calculators and Tools Available:

- **Retirement Calculator**
- **SIP Calculator**
- **SIP Delay Calculator**
- **SIP Step-Up Calculator**
- **Marriage Calculator**
- **EMI Calculator**

Wethonic is designed to provide you with a streamlined and efficient experience for managing all your financial and investment needs in one powerful app.

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