Wealth Premier
Finance
Free · Designed for iPad. Not verified for macOS.
"Welcome to Wealth Premier, the ultimate solution for mastering your personal finance with a focus on mutual funds. Embrace the ""One Family - One Account"" philosophy, bringing unparalleled organization to your financial life. Immerse yourself in our incredible user interface enriched with interactive features and multiple themes, providing a luxurious feel to your financial journey. The app ensures client self-onboarding, guaranteeing you're investment-ready within 10 minutes.
While we offer an interactive goal planning module, Wealth Premier leans more towards mutual fund enhancements. The profile page acts as a centralized hub for all your profiling needs, consolidating personal and family member data, online investment onboarding, and mandate-related information for easy access.
Security is paramount, featuring a robust PIN system and advanced biometric measures like fingerprint unlock and face detection to enhance your app experience securely. Seamlessly manage your mutual fund portfolio, track transactions and SIPs, and explore various funds with our powerful search and comparison features. Our simplified online account creation process takes just 5 minutes, and in-app transactions eliminate the need for external authentication. Activate mandates within 2 minutes for swift and secure investing.
Dive into comprehensive portfolio management with access to 20+ asset classes, including MFs, stocks, insurance, and more. Wealth Premier ensures detailed insights for each asset, enhancing the adding, editing, and deleting experience for a seamless financial journey. Wealth Premier - Elevating your financial prowess."
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
new version updated
The developer, Wealth Premier Finserv LLP, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Wealth Premier Finserv LLP
- Size
- 88.1 MB
- Category
- Finance
- Compatibility
Requires iOS 12.0 or later.
- iPhone
Requires iOS 12.0 or later. - iPad
Requires iPadOS 12.0 or later. - iPod touch
Requires iOS 12.0 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
18+
- 18+
- Copyright
- © 2022 WEALTH PREMIER FINSERV. ALL RIGHTS RESERVED.