MyWealth

4.4
5.63K reviews
100K+
Downloads
Content rating
Everyone
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About this app

MyWealth is a state of the art investment & insurance portfolio management app which a financial advisor can provide to his customers (please note that your advisor must be a registered user of Wealth Magic i.e. https://www.wealthmagic.in).

With MyWealth app, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss.
Here are some of the many features of the My Wealth app:
• Get a summary view of the current status of your investments across asset classes
• Get a summary view of the insurance cover of all members in your family
• Drill down to full detail
• View Upcoming portfolio events
• Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc.
• Buy / Redeem / Switch Mutual Funds online from any AMC
• Get best in the class MF advisory
• Raise a service ticket to your advisor
• Host of useful financial calculators to help you plan your short term and long term financial goals
• Digital Vault – access your important documents anytime from your Smartphone
• Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc.
• Track small saving investments like PPF, NSC, KVP, FD, RD etc.
• Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.
Updated on
Apr 15, 2022

Data safety

Developers can show information here about how their app collects and uses your data. Learn more about data safety
No information available
4.4
5.63K reviews
bishnoo ananth
September 17, 2021
Slowed performance after the latest update. Each page takes a few seconds to load vs earlier which was way quicker. Don't like the new interface which is just half the screen and has an unnecessary scroll which can be avoided if the other half of the screen real estate can be used. Liked the xirr on main screen but could be implemented better. Try reducing the size of the buttons.
26 people found this review helpful
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A Google user
February 18, 2020
Updated feedback based on the fix: The below mentioned Issue is resolved in the updates, now the application is working very well. Thank you! Earlier feedback: When tried to start the application getting a pop-up "Unable to complete your request. Please try again later". Tried uninstalling and reinstalling the application couple of times but facing the same issue.
38 people found this review helpful
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Fintso
December 13, 2019
Dear User, The reported problem must have been resolved by now. Incase of further assistance kindly get in touch with your distributor or WealthMagic Relationship Manager. Regards, WealthMagic Support Team Datacomp Web Technologies (I) Pvt. Ltd.
Satish Govindaiah
August 8, 2022
There is no option to sell the MF. There is a Dependancy to sell our own funds. And it's too slow and it's not user friendly.
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What's new

Onboarding enhancements
• Scanner optimised to read address from Aadhar.
• Address line 3 and 4 added.
• Image rotation and cropping option provided.
• Signature image blurring issue is resolved.