Coremont Wealth is a finance app developed by INVEDGE CONSULTANTS PRIVATE LIMITED.
Download Statistics
Coremont Wealth has been downloaded 18 times. In the last 30 days, the app was downloaded 13 times.
User Ratings
The app has no ratings yet.
App Information
Coremont Wealth is FREE to download. The APK download size is 16.11 MB. The latest version available is 4.5.7. The last update was on August 27, 2026.
Technical Requirements
The app has a content rating of Everyone. The app has been available on Google Play since July 2026.
Description
Coremont Wealth is a customer investment app designed to help investors manage their mutual fund journey with guidance and support from their distributor. The app brings portfolio tracking, mutual fund opportunities, goal planning, SIP management, reports, insurance tracking and useful financial tools into one simple experience.
Why Coremont Wealth?
Coremont Wealth helps you stay connected with your distributor, view your investments clearly and take key actions across your financial journey.
Key Features
- Mutual Fund Opportunities
View curated mutual fund opportunities shared for your investment needs. Start SIPs or make one-time investments through a simple guided flow.
- Portfolio Tracking Track current value, invested amount, returns, SIPs, SWPs, STPs and fund-wise holdings in one place.
- Goal-Based Investing Create and track goals such as home, education, retirement or wealth creation with clear progress and target tracking.
- Family Portfolio View View investments across family profiles from one dashboard for easier monitoring.
- Fund Details Check NAV, returns, risk rating, fund manager, holdings, fund information and portfolio composition before investing.
- Risk Profiling Take a simple quiz to understand your investor profile and risk comfort.
- Reports & Statements Generate and download capital gains, portfolio valuation and holdings / SOA reports.
- CAS Wealth Analysis Upload CAS reports to view a broader analysis of mutual funds, demat holdings and insurance details.
- Insurance Tracking Add and manage insurance policies, track premiums, renewal dates, active policies and expiring policies.
- Banks & Mandates Manage bank accounts and mandates required for SIP and investment transactions.
- Calculators & Planning Tools Use calculators for SIP, Lumpsum, EMI, tax-saving, retirement and other financial planning needs.
- Distributor Support Stay connected with your distributor for assistance, opportunities and investment-related support.
Coremont Wealth helps you invest, track, plan and manage your financial journey with clarity and convenience.
Recent changes: Bug fixes and performance improvements.
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Each subscription will automatically renew 3 days before the expiration date for
the same time period. Subscriptions can be cancelled at any time before the renewal.
