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.
# Bug Fixes
Ratings and Reviews
Need Touch Id for login
I think it is a really good app for overall investments. It really needs touch id for logging in for ease of access.
I have my MFs from two 2 MF Agents. I have your app but it is allowing me to login with only 1 MF agent. Can I configure 2 MF Agents in app on same mobile number.
Not able to login
I have login details still i am unable to enter into first screen only where it’s ask for advisors mobile number.
- Datacomp Web Technologies (India) Private Limited
- 247.9 MB
Requires iOS 10.0 or later. Compatible with iPhone, iPad and iPod touch.
- Age Rating
- Rated 4+
- © 2019 Datacomp Web Technologies India Pvt. Ltd.
Up to six family members will be able to use this app with Family Sharing enabled.