Wealth Munshi - Your Goal Base

6.2.9

Developed By: 'ARM Fintech'

0.00

0 reviews

1,000+
Downloads

Free

Easy to invest in Mutual Funds (SIP, One-Time ) Insurance & much more.

Wealth Munshi - Your Goal Base Screenshot 1 of 7

Wealth Munshi - Your Goal Base Screenshot 2 of 7

Wealth Munshi - Your Goal Base Screenshot 3 of 7

Wealth Munshi - Your Goal Base Screenshot 4 of 7

Wealth Munshi - Your Goal Base Screenshot 5 of 7

Wealth Munshi - Your Goal Base Screenshot 6 of 7

Wealth Munshi - Your Goal Base Screenshot 7 of 7

Download from Google Play iOS version

About Wealth Munshi - Your Goal Base

Wealth Munshi - Your Goal Base is a finance app developed by Developed By: 'ARM Fintech'.

Download Statistics

Wealth Munshi - Your Goal Base has been downloaded 4.4 thousand times. In the last 30 days, the app was downloaded 5 times.

User Ratings

The app has no ratings yet.

App Information

Wealth Munshi - Your Goal Base is FREE to download. The APK download size is 10.68 MB. The latest version available is 6.2.9. The last update was on February 26, 2025.

Technical Requirements

The app has a content rating of Everyone. The app has been available on Google Play December 2017.

Description

Wealth Munshi is One of India’s Premier Online Lifestyle Management
Advisory.
Wealth Munshi is well positioned to leverage the rich on-field experience of the
board members since 2001 .
With More Than 3,700 retail investors & 68 Corporate Clients who have been
acquired Since Aug of 2001 in India, USA, Australia, Phillippines & UK .

The Financial Planning Pattern we follow:
Part 1: Financial Planning :
( Goal Based Financial Planning ,Track your existing Goal & Create new Goals )
Part 2: Transact Online :
( Sip , One-Time , Sell, Switch )
Part 3: Track Your & Your Family's Portfolio Together :
( Your Family’s Staggered Investments Together on one Platform)
Part 4: Track Your Long term & Short term Capital Gains tax :
( For Last 10 Years )
Part 5: Track All Your Investments Together :
( Build Your Model Portfolio via Mutual Funds ,Stocks ,Metals, Fixed Deposits,
Recurring Deposits, Insurance & Other Fixed Interest Investments etc)
Part 6: Get Alerts on Your Life / Health /Motor Insurance , Mutual Funds, Bonds
Etc !
( Get updates on your Sip Dates , Insurance Due Dates , Maturity etc )
Here is Our Financial Planning Process :
1. Personal / Corporate Goal Achievement Program.
2. Detailed Income & Expense Analysis.
3. Cash Flow Management.
4. Current Financial Resources.
5. Debt Management.
6. Goal Funding Analysis.
7. Life Insurance Analysis.
8. Risk Profiling.
9. Asset Allocation.
10. Opinion on Structured Investments.
11. Action Plan.
12.Tax Planning .
13.Detailed Personalized Project Report .
Goal in the First Year of Our Relation:
To provide an Access that is both informative & simple for a customer to Understand All
Suitable Financial Products.
To establish strategic Financial Solution with All Service Providers & More Than 13,000
Financial Products Available Currently.
Embedding online Support such as Proactive Chat, Skype, Whats App Etc.
Since We Work on all Financial Products hence Reducing Your Time on Shopping Around
For a Suitable Financial Solution & also provide a personalized service for customers At Door Step.
An Unbiased Advise !
Our Clients :
Non-Resident Indians (NRIs)
Business Executives
Doctors
Architects
Engineers
Entrepreneurs
Persons of Indian Origin (PIOs)
Returned to India (R2I)
High Net Worth Individuals (HNIs)
Professionals in varied areas
Corporates & Educational Institutes.
Our Team is a Part of The Prestigious MDRT( Million Dollar Round Table) For the last 16
years in Which less than 1% of the Global Financial Consulting Organizations qualify.
To Register for a Financial Health Check, Simply click on link below :
https://goo.gl/J98x52
Experience Professional Investing !
wealthmunshi@gmail.com
+91-93979- 98765.
website : http://wealthmunshi.com
______________________________
Wealth Munshi© is A Registered Mutual Funds Distributor with AMFI
(Association of Mutual Funds of India) & a Certified Financial Planner.
A Digitial Initiative By Sanghi Consultancy

Recent changes:
- Complete your Video KYC, FATCA
- Get Onboarded to any transaction platform, like – NSE NMF II or BSE Star
- Buy any Indian Mutual Funds
- Create your financial Goals and preserve it to track the achievements
- Check your SIPs status and other updates related to your investments
- Contact and post queries to your advisor

Show more Show less

More data about Wealth Munshi - Your Goal Base

Price	Free to download
Total downloads	4.4 thousand
Recent downloads	5
Rating	No ratings
Ranking	Not ranked
Version	6.2.9
APK size	10.7 MB
Number of libraries	?
Suitable for	Everyone
Ads	NO ads

App Performance Report

Get a detailed PDF report for Wealth Munshi - Your Goal Base with download trends, rating history, and key performance statistics — useful for competitive research or tracking your own app. Learn more

Get PDF Report — $29

Alternative downloads for the Wealth Munshi - Your Goal Base app

Wealth Munshi - Your Goal Base compared with similar apps

Common keywords of similar apps

Part Goal Munshi Analysis Products Experience Corporate Clients Create Platform Term Years Life Health Updates Dates Detailed Personalized Provide Suitable Solution Service Indian Check Financial Mutual Funds Insurance Planning Track Investments Wealth Sip Time Online Management India Goals Portfolio Tax Fixed Deposits

Keywords missing from this app

Fund App Investment Invest Investing Start Sips Calculator Investors Manage Top Access Money Secure Elss Performance Complete Returns View Save Based Risk Plan Registered Retirement Build Easy Family Recent Nfos Stocks Long

Downloads over time

Subscribe to see download velocity and history

Wealth Munshi - Your Goal Base has been downloaded 4.4 thousand times. Over the past 30 days, it has been downloaded 5 times.

Changelog of Wealth Munshi - Your Goal Base

Show changelog

Developer information for Developed By: 'ARM Fintech'

Developed By: 'ARM Fintech'

wealthmunshi@gmail.com

Website

Legal name:

Address:

Phone number:

Are you the developer of this app? Join us for free to see more information about your app and learn how we can help you promote and earn money with your app.

I'm the developer of this app

Comments on Wealth Munshi - Your Goal Base for Android

★★★★★ narsi anr · Jun 4, 2020

Invest in this app for financial planning for future and mutual funds in make SIP investments

★★★★★ sukanya sivaram · Apr 27, 2021

Wealth Munshi is a good wealth management company and it's good for the investors from the perspective of investment options available under one roof 👌

★☆☆☆☆ Bysani Hari Krishna · Jun 22, 2021

I have not used fully. Tried to log in with initial details. To update date of birth I need to press month by month 30 years back means 30*12 times, then I realized the experience of developers and user interface testing levels. Thought better not to continue and stopped even login. Lot to improve I guess.

★☆☆☆☆ Sachet Patil · Jan 6, 2021

What's wrong with this app?? Showing flash screen only. No login no register link

Google Play Rankings for Wealth Munshi - Your Goal Base

This app is not ranked

Technologies used by Wealth Munshi - Your Goal Base

9 permissions

Subscribe to see full permission and library details

Apps on sale Top new apps Apps other people are watching Popular Finance Apps Today's trending apps

AppBrain is a directory focused on discovering great apps and games. We give statistics, rankings and search options that Google Play and the App Store don't have. All trademarks are owned by their respective owners. AppBrain doesn't offer APKs or binaries, and always lets users install the official version from Google Play or the App Store.

More apps