WealthSecure: Financial Planning & Investment App
Sound investment management decisions resulting out of superior financial planning & investment processes, have always ensured high probability of success. That is how client centric wealth managers and financial advisors helped successful investors create wealth and protect it. By staying ahead of markets and all unplanned surprises, they safeguarded the investors financial & emotional capital.
WealthSecure App now brings the tools and techniques of successful investing to you, irrespective of your investment amount. The app is powered by an award winning wealth management team that collectively has over 75 years of experience in helping investors stay ahead of markets. The app, unlike any other in the industry, offers the highest quality of financial planning, goal tracking, executing and monitoring investments.
Now you too can be your own trusted financial advisor and wealth manager.
Key Features
1. Quickly register as a client in a paperless manner within minutes
2. Start your investment management journey through mutual funds via one of the following
a. Quickvest – A Robo-Advisory solution that analyses data since 1979 in less than 10 seconds. It helps you find an appropriate mix of mutual funds suiting your time frame, risk appetite and expected returns
b. Goal based Financial Plan – A tailor made plan that maps all your lifetime aspirations, savings and financial constraints. The Goal Projection feature further helps you visualise your chances by adjusting your priorities. The Plan of Action finally recommends the right mix of investments having the highest probability of goal fulfilment
c. Comprehensive Financial Plan – You can review your current investments for their quality, proportion and suitability to your goal based plan. The app recommends a further Plan of Action that helps you migrate your current portfolio to an ideal one.
d. Model Portfolio Execution – A one click execution of a portfolio of high quality mutual funds that are auto rebalanced to suit your financial plan, changing market conditions and likely fund performance
e. Do it yourself – Ability to select and invest in mutual funds as per your discretion
f. Save Taxes – Invest into top ELSS schemes to save tax as per Income Tax laws
3. Funds and Stock Research: One page Scorecards that give you objective research for 2000+ mutual fund schemes and all the 6000+ listed companies that may be held by your mutual funds
4. Get access to a variety of financial products like PMS, AIFs, Structured Products, etc.
5. Use innovative tools to calculate:
a. Future value of your SIP (Systematic Investment Plan)
b. Future value of your existing investments or current expenses
c. Income tax payable on income earned
d. Efficiency of renting over buying a property and vice versa
e. Insurance needs and retirement corpus
6. Monitor your investments across all asset classes on a real time basis.
Category : Finance
Reviews (22)
Really helpful app. As a student, i feel this app is really engaging and helps you know more about concepts like investment and funds. Really easy to use as well.
am not even able to log in. have had to change my password a multitude of times and oh yea still I am unable to log in and even try the app. waste of time false advertising.
Just Amazing!! 5 stars for the effort on process driven research segment! The ratings for the funds and stocks on the app are more than just numbers with the clear reasoning in detail report.
this is a great app..Navigating through this app is like having a financial planner sit right next to you help you plan and achieve your financial goals..Very informative and easy to use..
Simple, Agile, Reliable, Value. One of the most comprehensive informed advisory in the most simplest form to achieve execution. Truthful advisory, performance par excellence.
OTP is not generated. Tried several times Neither mobile nor on email id. Pls fix to just login and check what the app is all about.
This is just irritating. It says otp sent to ur mobile number and email address but didnt get any. Tired so many timea. Such a waste of time.
Financial Planning is very good and very easy to update. This app based on fintech replaces even the best experienced advisors.
this app is jest amazing it helpd me to know about how to make my financial palns and it navigated me all the time and made difficult things easier for me to understand. thanks to the team
Couldn't figure out how to paste a password in when signing up so I uninstalled it.
The app allows ease of navigation, and to do financial planning. User can choose mutual funds based on star rating. Stocks are analysed and rated for over 6000+ companies. Its a very interesting app.
A really good app for investment purposes and user-friendly.
Good features and easy to operate
Verification code is not coming. Please fix. Even my Username got stuck for some reason.
Invalid Phone Number? what is valid one? which country allowed to sign up?
Simple and easy to invest
Easy and helpful app
A well thought 360° solution for investment needs and objectives.
Goal Planning & Goal Projection function is mind boggling. Don't think that my financial guy would be able to come up with such impactful analysis of my life decisions. I exactly know now where my money management failed till now.
very good investment app
it is really good app
Simply brilliant! The only app that helped me understand my investing behavior and risk profile at the beginning. Only then, it suggested a portfolio of mutual funds to invest based on my risk appetite. Most apps are selling past performance over understanding me as an investor. Kudos to the ideation!