Wealth Elite
Finance
Free · Designed for iPad
(This App is only for registered privileged investors.)
Wealth Elite empowers Investors to invest online in top-performing mutual funds schemes, track and manage your Wealth portfolio, map your investments with your life's goals.
Key Features of Wealth Elite:
• Easy Portfolio Manager - We made the investment reports very easy, all the key data you can view at a glance.
• Research - Invest in a well-researched cherry-picked perfectly balanced portfolio.
• Online ATM - Exclusively designed feature to earn extra returns on idle money you kept in saving account, Instant invest & Instant withdrawn
• Paper-less Investments - We offer a 100% paperless process of investment. It takes a few seconds to register a SIP or Purchase an ELSS.
• Goal GPS - Give purpose to your investments, you can map all your investments with the goal like child education, marriage, or retirement.
• 100% Safe and secure - Managed on AWS Server with bank-grade security to manage your data.
• Ease of use - Investors fall in love with the easiness of this app.
more Very good remarks for all purposes
Very good remarks for all purposes
With the recent upgrade, this is a one stop shop to see all your investments, insights where to invest further and a good track of the investment goals you have set up. Moreover, the team is very proactive and helps to steer through every question very patiently.
With the recent upgrade, this is a one stop shop to see all your investments, insights where to invest further and a good track of the investment goals you have set up. Moreover, the team is very proactive and helps to steer through every question very patiently.
Every aspect of portfolio at a glance and just click away. Very very very happy👍👏😁
Every aspect of portfolio at a glance and just click away. Very very very happy👍👏😁
Your money will keep increasing day by day and night by night.
Your money will keep increasing day by day and night by night.
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- SIP Step-Up Now Available – Grow your investments automatically while starting a new SIP on NSE.
- Top Up Your Existing SIP – Easily boost your ongoing NSE LIVE SIP anytime.
- Investment Performance Graph – View your portfolio growth with a clear, interactive performance chart.
- Download Wealth & P&L Reports – Instantly download your detailed Wealth Report and Profit & Loss statement anytime.
- We’re excited to introduce multilingual support in 9 Languages
3.1.3 Apr 1
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Investment Performance Graph – View your portfolio growth with a clear, interactive performance chart.
- Download Wealth & P&L Reports – Instantly download your detailed Wealth Report and Profit & Loss statement anytime.
- Direct Buy / SIP / NFO Option – Invest directly in NSE/BSE (Buy, SIP, or NFO) without adding to cart.
- We’re excited to introduce multilingual support in 9 Languages.
- A shorter, smarter, and easier transaction flow is now live in NSE Invest.
3.1.2 Mar 1
- We’re excited to introduce multilingual support in 9 Languages:
Hindi
Gujarati
Marathi
Kannada
Tamil
Bengali
Punjabi
Telugu
Malayalam
- A shorter, smarter, and easier transaction flow is now live in NSE Invest.
- Introducing the date-wise P&L report for mutual funds, now included in the portfolio detail report.
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Access to MFD's social media handles for better connect with your MFD.
3.1.1 Feb 1
- We’re excited to introduce multilingual support in 4 Languages
Hindi
Gujarati
Marathi
Kannada
- A shorter, smarter, and easier transaction flow is now live in NSE Invest.
- Introducing the date-wise P&L report for mutual funds, now included in the portfolio detail report.
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Access to MFD's social media handles for better connect with your MFD.
3.1.0 Jan 5
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Introducing the date-wise P&L report for mutual funds, now included in the portfolio detail report.
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Access to MFD's social media handles for better connect with your MFD.
- Introducing new reports: P & L, Capital Gain, Tax Package, and the ability to download your MF Reports. Streamline your investment tracking.
3.0.70 12/17/2025
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Introducing the date-wise P&L report for mutual funds, now included in the portfolio detail report.
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Access to MFD's social media handles for better connect with your MFD.
- Introducing new reports: P & L, Capital Gain, Tax Package, and the ability to download your MF Reports. Streamline your investment tracking.
3.0.69 12/08/2025
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Introducing the date-wise P&L report for mutual funds, now included in the portfolio detail report.
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Access to MFD's social media handles for better connect with your MFD.
- Introducing new reports: P & L, Capital Gain, Tax Package, and the ability to download your MF Reports. Streamline your investment tracking.
3.0.68 10/15/2025
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Access to MFD's social media handles for better connect with your MFD.
- Introducing new reports: Capital Gain, Tax Package, and the ability to download your MF Reports. Streamline your investment tracking.
3.0.67 08/20/2025
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Trade equities easily with Equi Trade.
- Access to MFD's social media handles for better connect with your MFD.
- Goal GPS Fact Finder Form in XLS, PDF, and DOCX format so you can fill and submit it to their advisor.
- Introducing new reports: Capital Gain, Tax Package, and the ability to download your MF Reports. Streamline your investment tracking.
- Discover the new & improved SIP summary & details in the app.
3.0.66 03/12/2025
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Trade equities easily with Equi Trade.
- Access to MFD's social media handles for better connect with your MFD.
- Goal GPS Fact Finder Form in XLS, PDF, and DOCX format so you can fill and submit it to their advisor.
- Introducing new reports: Capital Gain, Tax Package, and the ability to download your MF Reports. Streamline your investment tracking.
- Discover the new & improved SIP summary & details in the app.
3.0.65 03/07/2025
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Trade equities easily with Equi Trade.
- Access to MFD's social media handles for better connect with your MFD.
- Goal GPS Fact Finder Form in XLS, PDF, and DOCX format so you can fill and submit it to their advisor.
- Introducing new reports: Capital Gain, Tax Package, and the ability to download your MF Reports. Streamline your investment tracking.
- Discover the new & improved SIP summary & details in the app.
3.0.64 03/05/2025
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Access to MFD's social media handles for better connection with your MFD.
- Goal GPS Fact Finder Form in XLS, PDF, and DOCX format so investors can fill it out and submit it to their advisor.
- Introducing new reports: Capital Gain, Tax Package, and the ability to download your MF Reports. Streamline your investment tracking.
- Discover the new & improved SIP summary & details in the app.
3.0.63 02/21/2025
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Introducing new reports: Capital Gain, Tax Package, and the ability to download your MF Reports. Streamline your investment tracking.
- Discover the new & improved SIP summary & details in the app.
- Heldaway Report with CAS: Introducing the Heldaway Report, seamlessly integrated with the Consolidated Account Statement (CAS) feature. Manage and analyze your financial data more effectively—all in one place!
3.0.62 01/28/2025
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Heldaway Report with CAS: Introducing the Heldaway Report, seamlessly integrated with the Consolidated Account Statement (CAS) feature. Manage and analyze your financial data more effectively—all in one place!
- Sleek new calculator design.
- In-depth SIP details report.
3.0.61 01/04/2025
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Heldaway Report with CAS: Introducing the Heldaway Report, seamlessly integrated with the Consolidated Account Statement (CAS) feature. Manage and analyze your financial data more effectively—all in one place!
- Sleek new calculator design.
- In-depth SIP details report.
3.0.60 01/03/2025
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Heldaway Report with CAS: Introducing the Heldaway Report, seamlessly integrated with the Consolidated Account Statement (CAS) feature. Manage and analyze your financial data more effectively—all in one place!
- Sleek new calculator design.
- In-depth SIP details report.
3.0.58 01/02/2025
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Sleek new calculator design
- In-depth SIP details report
- BSE Transact Online implemented changes:
1. 2FA/Transaction Link
2. Verify Nominee in BSE registered client.
3. Client Mandate list and verification.
3.0.57 12/01/2024
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Sleek new calculator design
- In-depth SIP details report
- BSE Transact Online implemented changes:
1. 2FA/Transaction Link
2. Verify Nominee in BSE registered client.
3. Client Mandate list and verification.
3.0.56 11/27/2024
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Sleek new calculator design
- In-depth SIP details report
- BSE Transact Online implemented changes:
1. 2FA/Transaction Link
2. Verify Nominee in BSE registered client.
3. Client Mandate list and verification.
3.0.55 11/26/2024
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Adding NFO in MFU.
- Adding UPI option in NSE purchase.
- BSE Transact Online Changes: Implemented changes in BSE:
1. 2FA/Transaction Link
2. Verify Nominee in BSE registered client.
3. Client Mandate list and verification.
3.0.54 10/23/2024
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Adding UPI option in NSE purchase.
- BSE Transact Online Changes: Implemented changes in BSE:
1. 2FA/Transaction Link
2. Verify Nominee in BSE registered client.
3. Client Mandate list and verification.
3.0.53 09/25/2024
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- BSE Transact Online Changes: Implemented changes in BSE:
1. 2FA/Transaction Link
2. Verify Nominee in BSE registered client.
3. Client Mandate list and verification.
3.0.52 09/12/2024
*Features:*
- Users can see promotional banner images on full screen on the dashboard.
*Fixes:*
- Fixed future transaction execution date in the BSE buy module for a smoother and more efficient investing experience.
- Minor Bug Fixes: We've resolved minor issues to enhance app performance and stability.
Update now to enjoy these improvements!
3.0.51 08/04/2024
- We are excited to announce MFU (MF Utility) on our platform.
- Mutual Fund Profit and Loss Report.
- Performance & Security Enhancement.
3.0.50 05/14/2024
We are excited to announce MFU (MF Utility) on our platform.
Enhanced security features.
3.0.49 04/10/2024
New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- SIP Step-Up Now Available – Grow your investments automatically while starting a new SIP on NSE.
- Top Up Your Existing SIP – Easily boost your ongoing NSE LIVE SIP anytime.
- Investment Performance Graph – View your portfolio growth with a clear, interactive performance chart.
- Download Wealth & P&L Reports – Instantly download your detailed Wealth Report and Profit & Loss statement anytime.
- We’re excited to introduce multilingual support in 9 Languages
more Version 3.1.3 Apr 1
Data Not Collected The developer does not collect any data from this app.
