iPhone Screenshots

Description

INDwealth is the one App to manage all your Family’s money. We bring together all your family investments, loans and credit cards to give you a sense of how much money you have. Our hyper-personalized advisory helps you save money by -

Switching your regular mutual funds to direct mutual funds, Identifying low performing mutual funds in your portfolio and suggesting best mutual funds in the category, Helping you save taxes by suggesting best tax saving mutual funds.

Helping you lower interest and EMI on your loan by loan refinancing.

Stock recommendations and ranking in real-time with personalized notifications on your stock portfolio.

Analysis of your bonds and debt funds with personalized alerts on credit ratings and probability of debt default.


ONE APP FOR YOUR FAMILY MONEY

Get a more complete picture of your financial life. We bring together all your family Investments( Shares, Mutual Funds, PMS, Bonds, FD’s, etc.), Loans(Home Loan, Personal Loan, etc.) & Liabilities(Credit Cards) at one place.


TRACK YOUR CREDIT SCORE FOR FREE

Track your credit score within the INDwealth App for free. Your credit score is updated in the app every month to keep you aware of the credit score.


TRACK YOUR EMPLOYEE PROVIDENT FUND(EPF)

Easily track your EPF with in-app UAN integration.


ADVISORY ON THE GO

Get hyper-personalized advisory on your investment portfolio on Whatsapp, Email and In-App notifications.


INVESTING FOR YOUR GOALS

Goal feature within the app would guide you to help you invest in each type of financial goal you are looking at. Invest in -

Tax Saving Mutual Funds(ELSS) - Invest in tax saving mutual funds to get tax exemption under 80c up to 1.5L per year.

Short Term Goals - Liquid funds, Ultra-short funds, Money Market funds, Low Duration funds, and Short Term funds.

Long Term Goals - Equity funds, Large-cap, small-cap, multi-cap, mid-cap, corporate bond funds.

CONSOLIDATED MUTUAL FUND STATEMENT

With your mutual fund statement in one place fetched directly from cams/Karvy, there’s no need to log into multiple sites. Plus, we’ll become your personal financial advisor for your portfolio.

BROKER CONNECT

Effortlessly consolidate your shares with in-app broker connect feature with -

Zerodha

Upstox

ADVANCED ANALYTICS ON LOANS

• Refinance your loan and make super savings on interest and gains by investing EMI's.

• Get advisory on how much interest you can save by prepaying your existing loans.

• Get analytics on your home loan, education loan, business loan, consumer loan, loan against property.


MARKETS

• Latest share prices and historical prices of all companies share from BSE & NSE.

• Get the latest and historical NAV which helps you track mutual funds.

• Latest prices of Sensex30 & NIFTY50 and other market indices.


DATA ON MUTUAL FUNDS, STOCKS, BONDS

Get insights, analysis, and ratings on all investments like mutual funds, stocks, and bonds by credible institutions like NSE, BSE & Morning star.


Aditya Birla Sun Life Mutual Fund

Axis Mutual Fund

Baroda Pioneer Mutual Fund

BNP Paribas Mutual Fund

BOI AXA Mutual Fund

Canara Robeco Mutual Fund

DHFL Pramerica Mutual Fund

DSP Mutual Fund

Edelweiss Mutual Fund

Essel Mutual Fund

Franklin Templeton Mutual Fund

HDFC Mutual Fund

HSBC Mutual Fund

ICICI Prudential Mutual Fund

IDBI Mutual Fund

IDFC Mutual Fund

IIFL Mutual Fund

Indiabulls Mutual Fund

Invesco Mutual Fund

ITI Mutual Fund

JM Financial Mutual Fund

Kotak Mahindra Mutual Fund

L&T Mutual Fund

LIC Mutual Fund

Mahindra Mutual Fund

Mirae Asset Mutual Fund

Motilal Oswal Mutual Fund

Parag Parikh Mutual Fund

Principal Mutual Fund

Quant Mutual Fund

Quantum Mutual Fund

Reliance Mutual Fund

SBI Mutual Fund

Shriram Mutual Fund

Sundaram Mutual Fund

Tata Mutual Fund

Taurus Mutual Fund

Union Mutual Fund

UTI Mutual Fund

YES Mutual Fund

We are a SEBI regulated & BSE star member.

What’s New

Version 1.4.4

This version includes several bug fixes and performance improvements.

Ratings and Reviews

4.8 out of 5
103 Ratings

103 Ratings

Pratiksha Dake ,

Truly a private wealth office for family

INDwealth is good for hands-on and passive investors equally. The aggregated view of investments and liabilities gives true picture of net worth. I was amazed at the switch suggestions I got for my portfolio. No other app gave me rock-solid rationale on why bad funds should be switched. My portfolio is performing really well after I did those switches.
With goal based financial planning, I have started to take serious note of where my money gets invested and whether the returns I am getting are beating markets and inflation.
Transparent view of post tax return analysis gives me enough information to choose right funds. Wealth Managers and Analysts who help me in making decision understand my investment style very well and they cherry-pick funds for my financial goals. Simple to use, INDwealth walks an extra mile to provide me my capital gain statements which are very helpful in filing quarterly advanced taxes. It’s worth the subscription I paid for as I get to use it for my entire family.

rajat khurana ,

Super app for all your financial needs👍

Amazing app which consolidated ones financial data at one place. It gives you a complete analysis of your investments and loans.
Super convenient to use and the icing on the cake is that it helps you save money on your investments by amazing advisory in direct MFs & more 👍👍😂

Developer Response ,

Thanks for the awesome review, Rajat Khurana! We work hard to meet expectations like yours, and we’re happy to hear we hit the mark for you. Stay tuned for upcoming features.😀
Cheers,
Team INDwealth

Kishhyv ,

Liked the app, but unable to login after the last update

The app has very fresh look, much better than all the other apps I used so far. Liked their rebalancing advice as well.

But I’ve been unable to open the app post the last two updates. Could you guys help with this?

Developer Response ,

Hi Kishhyv,

Thanks for your encouraging words and we are sorry that you are facing such issue.

Can you please share your contact details with us at support@indwealth.in so that we can get it resolved?

Information

Provider
Finzoom Investment Advisors Private Limited
Size
66.8 MB
Category
Finance
Compatibility

Requires iOS 11.0 or later. Compatible with iPhone, iPad and iPod touch.

Languages

English

Age Rating
4+
Copyright
Price
Free

Supports

  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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