Portfolio Tracker - Wealthy

Wealthy App is a completely free and automated Mutual Fund Tracker / Investment Tracker / Portfolio Tracker / Wealth Tracker and Wealth Management App.

With our Mutual Fund Tracker App you can track and manage all your mutual fund investments and stocks investment in real-time across your family members. We support all Indian mutual funds (Equity Funds, Debt Funds, Hybrid Funds)

Our Mutual Fund tracker uses machine learning algorithms and gives you an in-depth analysis of your investments like asset allocation across classes, insights on your holding period, investment strategy and recommendations.

At Wealthy, privacy and security is of utmost importance. That’s why we are hosted on a Private Network, Use bank grade encrypted storage and our Portfolio tracker App has passed all Google’s Security Audits. It’s 100% safe and secure!

That’s not all. With Wealthy’s Mutual Fund tracker can do so much more:

✔️ Portfolio Management - Automatically consolidate and manage all your (& your Family Member’s) mutual fund portfolio in one place.
✔️ Asset Management - See an in-depth summary of your mutual fund investments across all asset classes.
✔️ Wealth Management - Book appointments with trained Financial Advisors to discuss all your financial needs.
✔️ Mutual Fund Investments - Invest in research-backed and curated mutual fund portfolios fitting your Investment strategy.

Investment Strategies:

✔️ Advanced SIP - We manage your wealth based on a strategy tailored to your needs. Advanced SIP is tailored for those who are looking for a long-term wealth creation portfolio.
✔️ Tax Saver - Our Tax saver portfolio is eligible under section 80C of income-tax act. The Tax Saver Portfolio consists of best performing ELSS mutual funds for maximum tax benefits.
✔️ Smart Switch - Achieve your desired asset allocation by systematically switching funds periodically in your mutual fund portfolio while maintaining higher returns.
✔️ Diversified Portfolio - We analyze over the 10 years of mutual fund data and curate nine different mutual fund portfolio strategies that provide best returns while protecting your wealth.
✔️ Debt Portfolio - Diversify your mutual fund portfolio with debt funds and add a cushion to your portfolio with high quality funds for future market uncertainty.

Invest within Minutes:

✔️ Invest Any time – Choose your mutual fund investment strategy and Invest monthly (SIP) or one time Lump Sum.
✔️ Watch it Grow - Our research team and finance experts make sure you get maximum return on your mutual fund investments.
✔️ Withdraw anytime - You can withdraw any investments made with Wealthy and will get your money in your account in 3 working days.
✔️ 100% Safe - Your money goes directly to Fund houses so it’s completely safe to invest.

Our Media mentions:
“Wealthy.in is leveraging technology to make the investing process paperless” - Economic Times

“Wealthy has cracked the algorithm to identify investment options that are tailor-made to address individual needs” - Moneycontrol

You can use Investment Portfolio Tracker to track all the Mutual Fund Investment made by all the Apps including Fisdom, ETMoney, Scripbox, Fundsindia, WealthTrust, Piggy, Paytm Money, Zerodha Coin, Investica, Angel Bee, Fund Easy, Asset Plus, MF Utility, Groww, myCAMS, InvesTap, Kotak Stock Trader, Binomo, KFinKart, Sqrrlm, Kuvera, Goalwise, Mutual Funds by IIFL, ICICI Direct, FundzBazar, INDWealth, Invezta, OroWealth, Moneycontrol

Free alternative to other Portfolio Tracker Apps like: My Funds - Portfolio Tracker, Stock Portfolio, My Portfolio - India (Track Mutual Funds, Stocks), Money - Portfolio Tracker India - All Investments, Artos - Investment Tracker, My Stocks Portfolio & Widget (Early Access), My Planner - Portfolio Tracker, Moneycontrol - Share Market | News | Portfolio
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What’s new

- Proposals listing feature added
- Phone Login feature added
- Portfolio changed popup crash fix
- Portfolio tracker bug fix
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Additional information

14 December 2021
Varies with device
Current Version
Requires Android
8.0 and up
Content rating
Interactive Elements
Shares info
Offered By
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