Financial Planner | Mutual Fund App | SIP App
It's a goal-based investment app created with an objective of helping millions of Indians to achieve financial goals of their life.
A goal can be made specific if you ask yourself questions such as:
• For whom is this goal?
• Why do you need to accomplish this goal?
• What is it that you need to achieve precisely?
• When will the goal materialize?
• What are the necessities and conditions to achieve it?
Everyone has financial goals even though we don’t really call them as “goals”. When asked what their financial goals are, most people tend to keep it simple by replying that they just want to become rich.
So becoming rich is not a smart financial goal. It is just a wish or a desire of the heart. Smart financial goals would enable you to not only become rich but will also help you to accomplish your other necessities. S.M.A.R.T stands for Specific, Measurable, Adjustable, Realistic and Time- Based.
Setting Financial goals will give you an insight of yourself and what you can achieve. You will see your dreams and aspirations come into reality by taking small steps towards them. And setting S.M.A.R.T goals will help you to discriminate real needs from daydreams.
WealthDirect App Helps user -
1.Calculate their Life Goals.
a.Child Education Planning
b.Retirement Planning
c.Insurance planning
d.Monthly Income Planning
e.SIP Calculator
f. Marriage Planning calculator
g.Vacation planning calculator
h.House planning / EMI Calculator
2.Invest online in Mutual Fund
WealthDirect Platform is Integrated with NSE NMF 2 For smooth and 100% Secured online Transactions.User Can do online investment at one go and SIP as per their convenience.
a. ELSS Funds ( Tax saving Mutual fund )
b. Balanced Fund ( hybrid Fund )
c. Retirement Funds
d. Children Fund ( Child Plans Funds )
e. Monthly Income Plan Funds
F. Debt / Fixed Income Funds
g. Equity Mutual Funds
3.Track the Performance of Portfolio & Goal Achievement Status
4. Investor can enter details in web version and track consolidated view of all investments like PPF , Post office schemes,Equity,Real Estate,Gold,Mediclaim ,Life Insurance etc in a Single Unified Login via mobile app.
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Mutual fund NAV List of Top MF
List of Mutual Funds schemes available -
SBI Mutual Funds
Reliance Mutual Funds
Tata Mutual Fund
Franklin Mutual Fund
Axis Mutual Fund
Aditya Birla Mutual Fund
DSP Mutual Funds
IDFC Mutual Fund
Kotak Mutual Fund
L&T Mutual Fund
Mirae Mutual Fund
Sundaram Mutual Fund
Tata Mutual Fund
UTI Mutual Fund
Principal Mutual Fund
BNP Paribas Mutual Fund
Motilal Oswal Mutual Fund
Invesco Mutual Fund
Trusted Investment Platform
WealthDirect Investors Trust our App More than Moneycontrol,Valueresearch,ET Money, Fundsindia,Mysip Online ,MyCams ,Scripbox,Investica,NSE NMF 2,BSE STARMF
Please note that this is a Goal Analysis & Tracking Report NOT a 'financial plan'. This is also NOT an 'Investment Advice' and is strictly for general information only. SEBI (Investment Adviser) Regulations, 2013 require that financial planning and investment advice can only be done by registered /certified financial planners and registered "Investment Advisers". The Investment Need Assessment is the result of system tool developed to find results required to meet financial projections. The same is done to aid our primary business of financial products distribution and the
service is supplementary /secondary in nature.
Category : Finance
Reviews (26)
great application every single information regarding client investment can be easily accessed
Great App, but you cannot add your previous investments here. I believe it shows information of investments done thru this platform only, which I think is unfair.
This app is not allowing to register but asking to input credentials. i am not sure on how to login to the app. No clear info
Great App and amazing team which helped my portfolio grow. Also honest and sincere guidance. Outstanding experience
Installed but I can not see any option to register. Only asking to login without registration. I don't know how.
Very holistic app which not only give details on real time but my financial goals on real time as well.kudos to team wealthDirect
Good Financial planning team who helped me in moving in right financial direction ,goal gps system of app is very good.
Good app for online investment
It is very useful and easy to use.
Less features with insufficient information And poor look and feel
Well designed and nice and simple application
Very informative & supportive.
Wealthdirect helps me to organise my finances, They keep me updated regularly. Team is highly committed and dedicated.
Nice app with good guidance from their expert advisors.
Easy to Use and Very Convenient...
no log in option everybody rate one star to this app until devoloper responds
WealthDirect is true to its commitment of wealth creation through investment in right portfolio. I highly recommend them as a professional investment champion.
Best investment managers in india for proper financial & retirement planning with good mobile app.
Good investment management app.good counselling team to help you move in right financial direction
I am very happy with the services
Very informative
Family portfolio tracker is awesome nice & simple user-friendly interface
Seamless mutual fund app for investing thank you
Very informative, easy to understand
Excellent app for goal based investing.
great appreciation is easy to handle , help to manage all SIP on single application with their fundamentals study.