Portfolio Tracker, Wealth Management App - Wealthy
With us, your money is invested in data-driven and scientifically designed portfolio of low-cost mutual funds. Our platform leverages best practices in wealth management from across the world that helps you earn the best possible returns on your investment.
We make sure you don’t lose on poor financial decisions like confusing insurance with investment, speculative stock trading, not investing enough or losing out on tax-saving.
Key Features of Wealthy's Portfolio Tracker:
• Paper-less - Our process is completely paperless. You can start portfolio tracking in minutes.
• Goal-tracking - Set up custom 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
• Portfolio Tracker – Wealthy's 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 data and choose a portfolio of mutual funds that provide you with the best returns while protecting your capital.
• 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.
Portfolio Tracking in Real Time
• Auto-rebalancing - Our algorithms do monthly re-balancing of your portfolio which have a SIP.
• Recommendations - Our algorithms review your portfolio on a regular basis and recommend changes.
Invest in Mutual Funds within Minutes
• Invest Any Time – Create your own diversified portfolio. Invest monthly (SIP) or one time.
• Watch it Grow - Our finance experts make sure you get maximum return on your investments.
• Withdraw Anytime - No Lock in periods. Get your money back into your bank account in 3 days.
Smart Tax Savings
• Assess Savings - Calculate how much you can still save within this year under the section 80C.
• Tax Saving Investments - Invest in recommended plans to get maximum tax savings.
*Tax-saver offering of ELSS funds have a lock-in period of three years.
Our Media Mentions:
“Online investing with the likes of Wealthy.in could be the next big thing” - NDTV
“Wealthy.in is leveraging technology to make the investing process paperless” - Economic Times
“Wealthy has cracked the algorithm to identify portfolios that are tailor-made to address individual needs” - Moneycontrol
You can use Portfolio Tracker to track all the Investments made by any of the Apps Like Fisdom, ETMoney, Scripbox, Fundsindia, WealthTrust, Piggy, Paytm Money, Zerodha Coin, Investica, Angel Bee, Fund Easy, Asset Plus, MF Utility, Groww, myCAMS, InvesTap, Kotak Stock Trader, Binomo, KFinKart, Sqrrlm, Kuvera, Goalwise, Mutual Funds by IIFL, ICICI Direct, FundzBazar, INDWealth, Invezta, OroWealth, Moneycontrol and more.
Category : Finance
Reviews (30)
So far not so good. Lots of improvements need to be done. The need to hire great Product Manager and Devops team to accomplish bigger milestones. As of now, after observing for 1 year I can see minimal changes in the Product and I would not use as a product. But I have seem many apps out there whumi have done fabulous Job in making changes in UI/UX and adding features keeping the need of an hour.
This is useless app. First time it appears everything is going well and you provide all valuable personal data to the app but further synchronisation doesn't happen. It asked for mail id to confirm while synchronising for further stocks invested, then displays a message a mail is sent but that mail is never delivered. Uninstalling after seeing it is useless.
Clear, clean and simple. Investments were done without a headache and have been doing pretty decently.
Updating the review to 2 (previously from 5) since mobile application keeps on crashing and I am not able to invest.
In the newest update, the application does not sync right. I don't have any stock investments but just mutual funds. It keeps on searching for NDSL statement even though it's never gonna find one. The app should stop looking for something that is not there. Used to work perfectly when it was just mutual funds.
Great app. But loved the web version more. App is good, but UI is not as great as the web version. Guys, please add the mutual fund history. Like how much payment we have done in each and every month. That's missing. Please improve both web version and App UI. This is a really good and an underrated app.
One rating is for UI, rest is 0. Their system is very buggy. It doesn't show me correct information about my investment and my gain/loss. Also recently even if I paused my autopay, it's still investing and amount deducted from my account. I get no reply for chat for very long period of times, looks like they wanna reply to us when they feel like. I had informed them about the invalid data in my portfolio n number of times, for which they had the same reply every time, we are looking into it.
I wanted to use it to track portfolio at my family level, its solving the purpose but what I more wanted to check is overall growth of my portfolio like overall xiir or something similar which is missing. Can you please add that? And the web version of the dashboard seems to have more features showing as compared to the Mobile app version, please include those as well here.
Apart from a beautiful UI, there is nothing else that I liked about them. Across all my investments, the ones recommended by wealthy are the only ones that have shown a negative growth. There is also no accountability from their side in growing your money so I'll pass. Been a user for over 1 year.
It's a nice app which combines both stocks and mutual funds into a single finance management app. It's good to see your investments in one place. It would be a great app, if in future if they can add more options to see other investments options like PPF, FD, RD invested in other finance institution. Having said the positives there is one glitch I see in the app, that I don't see all my investments in stocks and mutual funds certains funds seems to be missing.
This app links to your email and reads all the emails to build the portfolio. I don't think this is safe. They can read any email. Upon multiple attempts to seek help from team to close my account and delete all my data from servers,they never responded.
This is great investment tracking app for MF and Stocks. However I would recommed to add features for manual entry/ automated import of FD, RD, LIC, PPF, NPS etc so that each individual can track their whole investment portfolios for a lifetime. With the above information, wealth managers can provide advice on tax savings and diversification of investments. There are no such apps in the market. Hence it would be a great idea.
Unable to login. Keeps saying that "something went wrong"
Superb app. I'm a housewife ,doesn't know much about mutual funds. Always wanted to invest into mutual funds but due to lack of knowledge ,never able to invest. This makes my job easier and got the suggestion online and invested. It's so hassle free and fast.
App was working good initially, but now I am not able to see my MF funds. Posted in Help Center in application but of no use. Please do needful.
Useless app. Shows wrong NAV every now and then. No proper customer support.
App keeps on closing when trying to see the performance of individual stock/funds. This happens after recent update. Otherwise app is fantastic. Please resolve ASAP
Great app, very nice GUI, user friendly Only few points for improvement- 1) After deducting SIP it is taking long to update amount on dashboard around 4-5 working days in my case. 2) Purchased NAV and units details are not there in app. I am wealthy app user for almost 3 yrs. I saw another apps that has a nice dashboard which contains details of NAV and units purchased every month/on every transaction. wealthy app should also update this.So that we can see units/NAV purchased every month.
The app has good ui and helpful features that make it easy to keep track of my investments. Garima has been advising me and guiding me. She has helped me understand what kinds of funds would be most suitable for my goals and also been highly responsive whenever I have doubts.
Best Mutual fund tracking app with multiple mapped account facilities. I have mapped our external investments by mapping google account of me & my wife. One feature is required that is portfolio graph similar to the graph shown in wealthy website which reflect day wise investment & current value of that investment. Thanks team Wealthy for this wonderful app.
Nothing great on the app. It's juz another normal app which display what they can offer and not what customers want. Installed, explored, uninstalled it... Juz name and UI colours are different. It dosent offer anything holistic. It's like we offer same what others offer try us...
Super experience, investment was never so easy. And it follows the security standards to protect user data.
I found this app quite useful as i can track mutual funds, stocks and real estate. Prior i had to bloat couple of apps for the same. Good work 👍🏻
As easy it is to invest through this is as complex withdrawal. And elss which is already expired its lock in period isn't allowed to withdraw till month end. Think before putting money. I anyway am scared to put through app like what if app just vanishes from play store.
Lots of incorrect Data shown. It's been almost 2 months now the portfolio dashboard shows the wrong percentage.
It's a good application, i hope option to upload CAS was provided along with steps to download. It's very hard to provide access to Gmail when emails contains lot of sensitive information.
Very beautiful app. I love the tracker features. It helps my clients to track all mutual funds and also buy funds and create wealth for themselves.
Nice platform. I can track my mutual funds, stocks and real estate also! I used to invest with many platforms but here, I got the best investment advise. Please add PF tracking also.
This site will give you least profit. Infact, I am in huge loss investing in this app. Go gor et money instead. I'm getting so much problem in getting my matured amount. Worst customer support team. No number to call them.
Works well but I have noticed two issues: 1. When I use it on my android phone, I need to tap on my name several times before I can see the status of my investments. 2. Lately, even though I have not requested, the app shows an auto sync under progress continuously for the last one month.