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MyWealth

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 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 MyWealth 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.

Category : Finance

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Reviews (26)

bis. a. Sep 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.

sun. b. Mar 26, 2022     

The application asks for biometric credentials , but opens if we press back button. Also after that we are able to navigate through the application completely.

Rak. K. Sep 28, 2019     

Very good app but needs to show overall portfolio gain or loss. Currently it shows at a mf scheme level, but what is more important for an investor is to see overall portfolio performance. Pls help make the enhancement. Thx

Sam. C. Dec 29, 2021     

Additional purchase in the next year for the same folio is not reflecting!

Gau. P. Dec 10, 2021     

In my phone the updated version is not responding.. Even though it's not showing any ID Password window..! How can I sort out this problem..?

KIS. K. Feb 25, 2019     

A perfect suitcase for financial portfolio. Only problem is that each time user have to enter user id and password. This is irritating. can you make any pattern login to make it eazy.

Ani. B. Mar 21, 2021     

I have samsung s21ultra mobile. I installed MyWealth many times and removed many times. Each time after installation, I get error informing Unable to complete your request, please try again later. Can you please help, how can I resolve this issue. I wrote to your given email. But no reply.

Vis. K. Jul 19, 2019     

this app experience is really bad. when we enter user id and click on forgot password, its ask us for number which is not visible. also error message comes like unble to process your request.

ml. v. Sep 6, 2021     

Using this app for quick awhile now but I resently changed my mobile and this app is not working with the latest Android version. The error is popping up as "Can not process your request,please try again later" please fix this issue asap.

Shr. B. Sep 21, 2021     

Looks like an very old app with these colours. Also doesn't show a systematic data which can be easily understood.

sha. s. Dec 31, 2019     

This app does not work on my s10. It keeps saying unable to process request. Tried reinstalling, clearing cache,updating software but one of it works. Developer pls help.

Bal. P. Jul 15, 2021     

This app is getting opened frequently. Everything I am removing the cache data and open. Sometimes even after that it is hanging. I am using Samsung M01 model mobile with VI net. I don't have any problem with other finance related mobile apps.

SV. S. Jan 13, 2021     

Terrible app!!! Installed several times but unable to proceed because of an annoying message "Unable to complete your request.Ple se try again later". Running on Samsung Galaxy S10.

Suy. C. Oct 12, 2021     

One stop solution for your Mutual Fund needs. Extremely easy to navigate and a very friendly UI. Kudos!!

Ana. C. Nov 28, 2020     

Enable fingerprint access . app good for mutual funds , sips status checking. Lot of improvement in app . It's fast and accurate .

Ash. M. B. Nov 6, 2021     

The latest update is really really great. It lets you view charts, invest online etc. Went from an average app to an awesome app.

Gur. R. Jul 19, 2021     

Since this app has many investment options, can the developers add smallcase investment as an option within the app? If yes, by when can it be added since I have plans to get into it by Oct.

MAN. B. Jun 23, 2021     

somehow i am logged out from my account and when i tried to log in my account, the system is showing password is incorrect and when i am pressing the 'forgot password', there is no option to reset that. its frustrating.

Sam. T. Nov 21, 2021     

General Insurance section is not showing after updates. Also there is life insurance cash flow charts are also incomplete. This app is working for only MF now. This company is making lots of money in old app & now no one answer about the problems.

Sag. B. Sep 6, 2020     

Can't login to app always gets an error like can't complete a request try again later. Since 6 months I am getting this error. How can someone use this app . ! important

Swa. D. Aug 25, 2021     

Using this app since 6 month.but whenever the app is opened after a fortnight,the error shown is password mismatch. I need to call the advisor n receive mail for password.Uninstall earlier app n install fresh again. It is irritating

Vik. B. Nov 6, 2020     

Installed many times of Realme X3 Superzoom RMX2085, but does not even open. Keeps saying "Unable to complete request. Please try later". Very frustrating as I can't check my account.

Tan. P. Nov 5, 2020     

The app is good but it is very slow. The app takes much more time to open than it was taking earlier. Pls give me a solution to improve its loading speed.

Vis. G. Apr 21, 2019     

App not showing transaction up to current month. It is showing only up to Nov'18 in the months of Apr'19... No meaning showing old data. Please improve...

Pan. P. R. Mar 13, 2019     

its an app having least security. when i recd msg from my distributor it had all information to create login. its risky for me because my folio gets disclosed to unknown person if msg falls in wrong hand. nothing is masked in the msg

Che. S. Nov 3, 2019     

Very helpful and promt in service... Up to date data and reminder, makes it worth for investment and planning. Thanks