1. Manage your parent's and children’s investments, or invest with your spouse, everything under one roof. ✔️ Invest Any time – Choose your mutual fund investment strategy and Invest monthly (SIP) or one time Lump Sum. ✔️ Watch it Grow - Our research team and finance experts help you get maximum return on your mutual fund investments. ✔️ Withdraw anytime - You can withdraw any investments made with Wealthy and you will get your money in your linked bank account in 3 working days.
2. The Tax Saver Portfolio consists of best performing ELSS (Equity Linked Saving Scheme) mutual funds for maximum tax benefits. ✔️ Smart Switch - Achieve your desired asset allocation by systematically switching funds periodically in your mutual fund portfolio while maintaining higher returns. ✔️ Diversified Portfolio - We analyze over 10 years rolling data of mutual funds and curate nine different mutual fund portfolio strategies that provide best returns, while protecting your wealth.
3. You can choose to invest in 800+ products and track all your mutual fund investments in one place by using Wealthy’s mutual fund tracker.
4. With our Mutual Fund Tracker, you can track and manage all your mutual fund investments and stocks investment in real-time, including for your family members.
5. Wealthy has partnerships with all the leading mutual fund and insurance companies like TATA AIA, HDFC Ergo, Niva Bupa, HDFC Life, SBI Mutual Fund, HDFC Mutual Fund,, ICICI Prudential Mutual Fund, and many more.
6. You can choose the type of investment strategy suitable for you from a wide variety of strategies available on the Wealthy app. ✔️ Tax Saver - Our Tax saver portfolio is eligible under section 80C of the Income Tax Act.
7. That's why we are hosted on a private network, use bank grade encrypted storage, and our Portfolio tracker has passed all Google's Security Audits.
8. In short, Wealthy is one of the best apps to track all your and your family’s investments.
9. Get access to our exclusive Wealthy portfolios specially created by our expert team that will help you build wealth over the long term.
10. Manage your investments and your family member’s investments through an industry-first Family Account.
11. Wealthy is a Super Wealth Management App.
1. But I have seem many apps out there whumi have done fabulous Job in making changes in UI/UX and adding features keeping the need of an hour.Clear, clean and simple.
2. That needs to be done manually through the specific fund's website which is also simple as the details needed are easily accessible on Wealthy.Updating my rating after the dev team resolved my request.
3. Lately, even though I have not requested, the app shows an auto sync under progress continuously for the last one month.In the newest update, the application does not sync right.
4. The need to hire great Product Manager and Devops team to accomplish bigger milestones.
5. Still waiting for a resolution, one thing is for sure they are not customer centric, the last update of this app was done in December 2021.Great app.
6. First time it appears everything is going well and you provide all valuable personal data to the app but further synchronisation doesn't happen.
7. It asked for mail id to confirm while synchronising for further stocks invested, then displays a message a mail is sent but that mail is never delivered.
8. When I use it on my android phone, I need to tap on my name several times before I can see the status of my investments.
9. Again the same issue now...unable to view recent transactionsOverall, using the app is easy.
10. Withdrawals simple and accurate, except you can't choose how much of a fund you want to withdraw.
11. App is good, but UI is not as great as the web version.