Purse: MF, FD, NPS & Insurance 4+

Your Personal Finance App

Way2Wealth Brokers Private Limited

Designed for iPhone

    • 4.7 • 43 Ratings
    • Free

iPhone Screenshots

Description

Purse, the digital wealth management app by Way2Wealth, stands as a tailored solution hub for every investor's financial aspiration. Way2Wealth is part of the financial conglomerate Shriram Group which is engaged in commercial vehicle finance, life and general insurance, consumer and enterprise finance, financial product distribution, retail stock broking, chit fund, and wealth advisory business through its various subsidiaries.

Presently, the Purse platform offers an array of financial instruments such as mutual funds, fixed deposits (FDs), National Pension Scheme (NPS), and insurance products. As part of our ongoing commitment to enhancing our offering, we are actively working on integrating complementary products including lending services, Broking, Portfolio Management Services (PMS), and a host of other offerings to further diversify portfolios and expedite financial growth trajectories. Our core aspiration revolves around making investment a cost-effective, seamless endeavor, unburdened by complexities.

Irrespective of whether you are embarking on your maiden investment voyage or are a seasoned financial expert, Purse's meticulously curated portfolio selection aids in the discernment of the most suitable investment avenue, aligned with the overarching goal of nurturing long-term wealth.

Here's why entrusting your investments to Purse is a prudent choice:

* Streamlined Digital KYC and Onboarding: Bid farewell to cumbersome paperwork as we offer a seamless, 100% digital KYC and onboarding process.
* Fund Agnosticism: We maintain a neutral stance towards funds, ensuring an unbiased approach in our fund recommendations.
* Guided-Choice Model: Our guided-choice model simplifies the fund selection process, providing expert assistance in identifying the most fitting options.
* Effortless Investment & Withdrawal: With a mere click, you can initiate investments and execute withdrawals, putting you in control of your financial journey.
* Transparency in Fund Information: Critical fund details are readily accessible, enhancing transparency and aiding informed decision-making.
* Versatile Payment Modes: We support a spectrum of payment modes, facilitating investments tailored to your convenience.
* In-App Access to Dedicated Customer Service: Enjoy seamless access to our dedicated customer service center within the app.
* Absence of Transaction or Platform Fees: With no transaction or platform fees, your investment yield remains maximized.
* Micro-SIPs Starting at Rs 100: Enter the investment landscape with ease through micro-SIPs, requiring an investment as low as Rs 100.
* Comprehensive Investment Tracking Dashboard: Monitor and manage your investments with ease using our comprehensive dashboard.

Backed by a robust and secure infrastructure, we ardently strive to deliver a superlative customer experience that is rooted in reliability and trustworthiness. Your financial endeavors are our priority, and we remain dedicated to providing an investment platform that truly empowers you.

What’s New

Version 2.1.0

Goal based investment
Bug fixes

Ratings and Reviews

4.7 out of 5
43 Ratings

43 Ratings

Manishashetty ,

User friendly, best user interface

Its been almost 6 months of using it and have recommended it to all my friends and family.
Best part is its very graphic n user friendly to use as easy as using whatsapp or facebook.
The support is also as great as the app quick resolution is done from the team. EXCELLENT APP 😊

savarisingam ,

Beginner Friendly 👍👌

This app has a very simplistic design which makes it very easy for beginners to use! Investing is painless, whether it's lumpsum or SIPs. The SIP setup mandate process was easy and smooth as well.

Filmilens ,

Very good app

Purse offers a seamless user experience with a smooth UI, easy KYC process, and fast performance, making it an excellent choice for my investments

App Privacy

The developer, Way2Wealth Brokers Private Limited, 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
  • Location
  • Contact Info
  • Identifiers
  • Usage Data

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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