Net Worth Status, Asset Allocation, Daily updated NAV & PL, Mutual Fund Analysis
About The Wealth Maker Jayesh
The Wealth Maker Jayesh is a finance app developed by Money2Management.
Download Statistics
The Wealth Maker Jayesh has been downloaded 98 times. In the last 30 days, the app was downloaded 1 times.
User Ratings
The app has no ratings yet.
App Information
The Wealth Maker Jayesh is FREE to download. The APK download size is 7.00 MB. The latest version available is 15.0.5. The last update was on August 21, 2026.
Technical Requirements
The app has a content rating of Everyone. The app has been available on Google Play October 2025.
Description
The Wealth Maker Jayesh — Business App for Mutual Fund Distributors & IFAs
The Wealth Maker Jayesh is a dedicated business app for IFAs and Mutual Fund Distributors registered with The Wealth Maker Jayesh. Manage your distribution business, track client portfolios, place online transactions, and grow your practice digitally — all from your phone.
Access is limited to registered The Wealth Maker Jayesh partners. You must log in with credentials provided by The Wealth Maker Jayesh to use the app.
WHAT YOU CAN DO
📊 Business Dashboard Get an asset-wise snapshot of your business — AUM, net investment, and performance across Mutual Funds, Fixed Deposits, Equity, and Insurance in one place.
💳 Online Mutual Fund Transactions (BSE integrated) Initiate and manage transactions on the go: • Purchase • Redemption • Switch • SIP • STP • SWP
👨👩👧 Client & Portfolio View • Family Folio — view client and family-level holdings • Net Investment — year-wise and scheme-wise detail • Segment & sector-wise portfolio breakdown • Client-wise transaction tracking
📈 SIP Reports Track Live SIPs, New SIP registrations, and expiring SIPs, with scheme-wise and client-wise detail.
⭐ Research Desk & Top Funds Explore Top Funds, Top Performers, Top SIP Schemes, and New Fund Offers (NFOs) to support your recommendations.
🏦 Fixed Deposit / Bond & Equity View FD and bond schemes, plus equity holdings and date-wise transactions.
🛡️ Insurance Manage General and Life Insurance business and renewals, with policy-level detail.
📑 Reports & Documents • Holding & Annual reports • Date-wise business reports • General and Financial document access
🧮 Financial Calculators Plan client goals with built-in calculators: Crorepati, SIP, Retirement, Child Education, Marriage, Dream Home, Dream Car, Dream Vacation, EMI, Family Protection, and Future Value.
🎨 Self-Branded Images Create and share marketing images branded with your own details to boost client engagement.
🔔 Reminders & Watch List Set reminders for renewals and key dates, and keep a personalised watch list of schemes.
🏢 Multi-ARN & Admin Tools Multi-ARN support with AUM, Business, and Client List views for admins and ARB users.
WHY IFAs USE The Wealth Maker Jayesh • Run your business anytime, anywhere • Faster client servicing and transactions • Clear, consolidated reporting
Disclaimer: This app is meant only for IFAs and distributors registered with The Wealth Maker Jayesh. Although due care has been taken, we do not guarantee the accuracy, completeness, or authenticity of the information provided. This app is a utility tool and shall not be construed as investment advice. We are not responsible for any discrepancies whatsoever. No representations or warranties are made (express or implied) as to the reliability, accuracy, or completeness of the information. The Wealth Maker Jayesh cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken on, any information appearing in this app or its website.
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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.
