My-Wealth 4+

Fintso

Designed for iPhone

    • 3.9 • 170 Ratings
    • Free

iPhone Screenshots

Description

Investment Portfolio App for customers of WealthMagic registered Financial Advisors.

MyWealth is a state of the art investment & insurance portfolio management app which a financial advisor can provide to his customers (please note that your advisor must be a registered user of WealthMagic)

With MyWealth app, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss.
Here are some of the many features of the MyWealth app:
• Get a summary view of the current status of your investments across asset classes
• Get a summary view of the insurance cover of all members in your family
• Drill down to full detail
• View Upcoming portfolio events
• Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc.
• Buy / Redeem / Switch Mutual Funds online from any AMC
• Get best in the class MF advisory
• Raise a service ticket to your advisor
• Host of useful financial calculators to help you plan your short term and long term financial goals
• Digital Vault – access your important documents anytime from your Smartphone
• Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc.
• Track small saving investments like PPF, NSC, KVP, FD, RD etc.
• Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.

What’s New

Version 2.19

Bug Fixes and Enhancements

Ratings and Reviews

3.9 out of 5
170 Ratings

170 Ratings

RomilR ,

4 Star

The App is superb serves all the need but developer should work on regular basis and all the suggested upgrades should be made to make it more friendly.

Nik90933 ,

Updated but not user friendly

Good that the team has updated the app after years, the colours are much more pleasant. The navigation is not very user friendly, each page takes a while to open. Keep trying & you will achieve the best.

Abhee93 ,

App not responding.

When I tried to open it’s not opening from last 2-3 weeks. Overall app performance is very good and easy to understand regarding own investment.

App Privacy

The developer, Fintso, 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 Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Contact Info
  • User Content
  • Identifiers

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Diagnostics

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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