WealthMitra Mutual Funds

WealthMitra-The Financial Mall is a young and vibrant company- helping our clients to compare and choose the best Financial Product from strategy creation to execution.

You can use WealthMitra app to stay on top of your Complete Financial Portfolio with all assets

WealthMitra offers a variety of Wealth solutions including:

✅ Personalized Wealth Management Solutions
✅ Financial Planning Solution
✅ Insurance Solution
✅ Retirement Solution
✅ Tax Planning Solution
✅ Estate & Will Planning Solution
✅ NRI Services
✅ Customized Tools for Wealth monitoring & Call N Transact Facility Through E-Mitra Account.

Key Features:

✅ Complete Portfolio report download including all assets.
✅ View historical Performance of your Portfolio easily
✅ Easy login via your Google email id.
✅ Transaction statement of any period
✅ 1 Click Statement of Account Download for any Asset Management Company in India
✅ Advanced Capital Gain Reports
✅ Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency
✅ SIP Report to be informed of your Running and Upcoming SIPs, STPs.
✅ Insurance list to keep track of premiums to be paid.
✅ Folio details registered with each AMC.

Calculators and Tools available:

✅ Retirement Calculator
✅ SIP Calculator
✅ SIP Delay Calculator
✅ SIP Step up Calculator
✅ Marriage Calculator
✅ EMI Calculator

For More Details Please Contact
📱Ankit Maheshwari - +919717092611
📧 ankit@wealthmitra.com
Financial Product Distributor
AMFI Reg. Mutual Funds Distributor

Recent changes:
- Capital Gain Report for FY 2024-25
- Added Nominee & Guardian relation in onboarding
- Added Mobile & Email Relationship in onboarding
- Added Video/Image Permission as per Google
- Fixed Order Purchase Confirmation issue
- Fixed Calculator Issues
- Fixed Wrong UMRN Issue
- Updated MFU onboarding as per New Norms
- Updated MFU Mandate Auth Process
- Fixed logout & Crashes issue