Wealthy App helps you track, manage your investment portfolio and grow your wealth. You can now sync your multiple mutual fund portfolio automatically with Wealthy and it will show you a detailed analysis of your investments with recommendations.
Mutual Fund Portfolio tracking doesn’t have to be tedious. Wealthy App helps you track, manage your investment portfolio and grow your wealth in a way that is personalized, unbiased, and proven.
With us, your money is invested in data-driven and scientifically designed mutual fund portfolio of low-cost funds. Our platform leverages best practices in wealth management from across the world that helps you earn the best possible returns on your investment.
Key Features of Wealthy's Portfolio Tracker:
• Paper-less - Our process is completely paperless. You can start mutual fund portfolio tracking in minutes. • Goal-tracking - Set up custom investment targets and our algorithms will actively help you achieve it. • Safe and secure - We use bank-grade security to manage your wealth and personal data. • Fully transparent - No hidden charges, you get a full account of how your wealth is managed. • Ease of use - Our customers love the user-friendly Wealthy app for its simplicity and experience.
Wealth Management all at one Place:
• Mutual Fund Portfolio Tracker – Our Mutual Fund Portfolio tracker is one of its kind. It’s fully automated. It also gives you info on asset allocation across classes and insights on your holding period and investment strategy.
• Mutual Fund Investment - We manage your wealth based on a strategy tailored to your needs. We analyze over the last 10 years of investment data and choose the portfolio of mutual funds that provide you with the best returns while protecting your wealth.
• Tax Saving - Our Tax saver portfolio is eligible under section 80C of income-tax act. With Tax Saver You can claim up to Rs 1.5 lakh as a deduction in your income.
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