Wealth Direct

WealthDirect is among India's Top Financial Planning & Mutual fund app to plan,invest and track your mutual fund portfolio at your fingertips.
It's a goal-based investment app created with an objective of helping millions of Indians to achieve financial goals of their life.

A goal can be made specific if you ask yourself questions such as:
• For whom is this goal?
• Why do you need to accomplish this goal?
• What is it that you need to achieve precisely?
• When will the goal materialize?
• What are the necessities and conditions to achieve it?

Everyone has financial goals even though we don’t really call them as “goals”. When asked what their financial goals are, most people tend to keep it simple by replying that they just want to become rich.
So becoming rich is not a smart financial goal. It is just a wish or a desire of the heart. Smart financial goals would enable you to not only become rich but will also help you to accomplish your other necessities. S.M.A.R.T stands for Specific, Measurable, Adjustable, Realistic and Time- Based.
Setting Financial goals will give you an insight of yourself and what you can achieve. You will see your dreams and aspirations come into reality by taking small steps towards them. And setting S.M.A.R.T goals will help you to discriminate real needs from daydreams.


WealthDirect App Helps user -

1.Calculate their Life Goals.
a.Child Education Planning
b.Retirement Planning
c.Insurance planning
d.Monthly Income Planning
e.SIP Calculator
f. Marriage Planning calculator
g.Vacation planning calculator
h.House planning / EMI Calculator

2.Invest online in Mutual Fund
WealthDirect Platform is Integrated with NSE NMF 2 For smooth and 100% Secured online Transactions.User Can do online investment at one go and SIP as per their convenience.

a. ELSS Funds ( Tax saving Mutual fund )
b. Balanced Fund ( hybrid Fund )
c. Retirement Funds
d. Children Fund ( Child Plans Funds )
e. Monthly Income Plan Funds
F. Debt / Fixed Income Funds
g. Equity Mutual Funds

3.Track the Performance of Portfolio & Goal Achievement Status

4. Investor can enter details in web version and track consolidated view of all investments like PPF , Post office schemes,Equity,Real Estate,Gold,Mediclaim ,Life Insurance etc in a Single Unified Login via mobile app.

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Mutual fund NAV List of Top MF

List of Mutual Funds schemes available -

SBI Mutual Funds
Reliance Mutual Funds
Tata Mutual Fund
Franklin Mutual Fund
Axis Mutual Fund
Aditya Birla Mutual Fund
DSP Mutual Funds
IDFC Mutual Fund
Kotak Mutual Fund
L&T Mutual Fund
Mirae Mutual Fund
Sundaram Mutual Fund
Tata Mutual Fund
UTI Mutual Fund
Principal Mutual Fund
BNP Paribas Mutual Fund
Motilal Oswal Mutual Fund
Invesco Mutual Fund

Trusted Investment Platform

WealthDirect Investors Trust our App More than Moneycontrol,Valueresearch,ET Money, Fundsindia,Mysip Online ,MyCams ,Scripbox,Investica,NSE NMF 2,BSE STARMF

Please note that this is a Goal Analysis & Tracking Report NOT a 'financial plan'. This is also NOT an 'Investment Advice' and is strictly for general information only. SEBI (Investment Adviser) Regulations, 2013 require that financial planning and investment advice can only be done by registered /certified financial planners and registered "Investment Advisers". The Investment Need Assessment is the result of system tool developed to find results required to meet financial projections. The same is done to aid our primary business of financial products distribution and the
service is supplementary /secondary in nature.