Crown Wealth

The Crown Wealth App redefines how you manage your wealth, offering a seamless and intuitive mobile platform for your complete financial journey. Whether you’re investing in mutual funds, equities, commodities, FDs, bonds, PMS, PPF, EPF, ESOPs, global investments, or securing your future with life and general insurance, Crown Wealth delivers expert-backed solutions, smart portfolio insights, and streamlined access to your accounts — all in one place. With a secure Document Vault, you can upload and access all your important financial documents in one place. With powerful tools and a user-friendly interface, the app empowers you to track, grow, and protect your wealth effortlessly.

Experience a smarter, more convenient way to manage your goals, investments, and future — where expertise meets simplicity, all at your fingertips with Crown Wealth.

Recent changes:
- Revamped Investor and Advisor Dashboards
- Calendar added; AUM Reports moved to Menu
- Portfolio revamped with Active Units XIRR
- Reasons to Connect added to Advisor Dashboard
- Baskets live for NSE and MFU users
- Support chatbot added
- CAMS SOA Request now working
- Fixed multiple users registered error on mobile login
- Calculators revamped
- Managed/External filter added to Portfolio and Investor Dashboard
- Improved app stability, performance