Wealth Partner

Gain More Knowledge on Your Financial Freedom Using Wealth Partner!

The Wealth Partner makes it as easy as sorting mail to manage and track your mutual fund investments! Along with it, you will also be able to stay aware of your portfolio, get connected with your distributor, and have the opportunity to apply valuable tools for wise investing all in one application.

Portfolio Overview: You can acknowledge all your mutual fund investments by collecting them in one place. Stay updated on what you own, what you buy, and how your entire portfolio performs daily.
Family Member Details Management: Control and watch the investments of your children or other people related to you. You have a stress-free life thanks to the fact that you can keep all financial details in the same application.
Inbuilt Research & Insights: Discover investment opportunities and market insights from experts. We hope they inspire and inform you about the most popular and up-to-date information about a particular fund or market.
50+ Investment Calculators: These tools like SIP, lump-sum, retirement planning, or goal-based investing technologies let you plan your finances better with the help of built-in calculators. The possibility to invest your money in the right place is increased through these tools.
Secure NSE & BSE Transactions: Secure and regulated transactions with NSE (National Stock Exchange) and BSE (Bombay Stock Exchange). With us, your investments are safe, and the profit starts from the very first days with the help of secure transactions.