Wealth-N-Sure

10+
Downloads
Content rating
Everyone
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About this app

Wealth-N-Sure Global Services is one-stop solution at your fingertip for all your Wealth Management needs. You can use this app to manage your Financial Portfolio with all different assets:

*Mutual Funds
*Fixed Deposits
*Bonds
*Insurance
*NPS
*Post Office Schemes


Key Features:

•     Buy mutual funds in lumpsum or start SIP in few simple steps
•     Complete Portfolio report download including all assets.
•     View historical Performance of your Portfolio easily
•     Transaction statement of any period
•     Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency
•     SIP Report to be informed of your Running and Upcoming SIPs, STPs.
•     Insurance list to keep track of premiums to be paid.
•     Folio details registered with each AMC.
•Save tax up to Rs. 46,800 per year with ELSS mutual funds SIP investment

Explore Aray of Investment Solutions
•     Invest across categories of Equity and Debt schemes like Large Cap, Smallcap, Flexicap, Multicap, Index Fund, Ultra Short, Liquid & Savings Plus Schemes.
•     Various Post Office Schemes
* RBI Tax Savings Bonds
* NPS
* Term Plan & Health Insurance for yourself and Family.
Updated on
Dec 18, 2023

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
Personal info, Photos and videos, and App info and performance
No data collected
Learn more about how developers declare collection
Data is encrypted in transit
Data can’t be deleted

What's new

Bug fixing & improvements.