Umesh Bhambri Wealth

Finance

Only for iPhone

Free · Designed for iPhone. Not verified for macOS.

iPhone

Your Wealth. Your Control. Anytime. Anywhere. The journey of Umesh Bhambri Wealth Pvt. Ltd. began in 2006, built on a strong foundation of trust, discipline, and deep financial expertise. Presently, we serve 2000+ families and manage ₹300+ crore AUM, helping investors navigate their financial journeys with clarity and confidence. As we continue to evolve, we bring that same commitment to you through our digital platform. Key Features • Track your investments, mutual funds, and insurance in a single unified view. • Stay updated with portfolio performance and make informed decisions. • Transact and review your funds anytime with a tap. • Monitor and manage financials for your entire family effortlessly. • Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, and more. • Connect with your MFD, raise service requests, and get expert guidance. • Use calculators to plan your short-term and long-term goals effectively.

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The developer, UMESH BHAMBRI WEALTH 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
    • Contact Info

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

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
UMESH BHAMBRI WEALTH PRIVATE LIMITED
Size
57.4 MB
Category
Finance
Compatibility
Requires iOS 12.2 or later.
  • iPhone
    Requires iOS 12.2 or later.
  • iPod touch
    Requires iOS 12.2 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.
Age Rating
4+
Copyright
Copyright © 2026 Design and developed by Fintso. All Rights Reserved
  • Developer Website
  • Privacy Policy

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