MyWealth
Free App
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About MyWealth
MyWealth is a state of the art investment & insurance portfolio management app which a financial advisor can provide to his customers (please note that your advisor must be a registered user of https://www.wealthmagic.in).
With MyWealth app, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss.
Here are some of the many features of the MyWealth app:
• Get a summary view of the current status of your investments across asset classes
• Get a summary view of the insurance cover of all members in your family
• Drill down to full detail
• View Upcoming portfolio events
• Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc.
• Buy / Redeem / Switch Mutual Funds online from any AMC
• Get best in the class MF advisory
• Raise a service ticket to your advisor
• Host of useful financial calculators to help you plan your short term and long term financial goals
• Digital Vault – access your important documents anytime from your Smartphone
• Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc.
• Track small saving investments like PPF, NSC, KVP, FD, RD etc.
• Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.
With MyWealth app, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss.
Here are some of the many features of the MyWealth app:
• Get a summary view of the current status of your investments across asset classes
• Get a summary view of the insurance cover of all members in your family
• Drill down to full detail
• View Upcoming portfolio events
• Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc.
• Buy / Redeem / Switch Mutual Funds online from any AMC
• Get best in the class MF advisory
• Raise a service ticket to your advisor
• Host of useful financial calculators to help you plan your short term and long term financial goals
• Digital Vault – access your important documents anytime from your Smartphone
• Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc.
• Track small saving investments like PPF, NSC, KVP, FD, RD etc.
• Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.
All Application Badges
Free
downl.
downl.
Android
4.2+
4.2+
Bug
buster
buster
Android app
App History & Updates
What's Changed
Bug fixes and performance enhancements
Bug fixes and performance enhancements
Version update MyWealth was updated to version 1.1.4
More downloads MyWealth reached 10 000 - 50 000 downloads
What are users saying about MyWealth
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Great app! Very easy to use!
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Easy to track my portfolio & can invest in mutual funds online
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Good very good app
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Superb app
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I am unable to open the app after upgrade. It says unable to connect to the server. Please fix this soon
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Once you logout not able to login again coz there is no option to login again Plz solve the problem
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Good app . I can purchase & redeem mutual fund through this app though there is a small process for this . Nice platform.
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Unable to connect post upgradation
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This App is very useful in showing good funds to friends and motivate them for safe investment
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Over all Good app
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Mast app
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Superb
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Other solutions are better than you.
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Very good application
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Fantastic
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Good
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Awesome app... with all your investment information
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Nice App very helpful to track investment
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Nice product for all IFA
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Very helpful
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Nice app And very use ful
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Nice application for customers portfolio
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As password forgot, reset and change is not available the app is not easy to use'. I experienced problem when I had to use on my new mobile. Going through an agent is not right
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Nice
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Good app but need some improvements
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Sambare Prakash
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Very good..
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Nice app for all mutual fund & life+ general insurance + fd customer from your financial advisor with wealth magic...give our customers personal application services with my wealth
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luv this app
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Very useful
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Eazy to know about our investments ***
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A USER FRIENDLY APP..... KUDOS TO THE TEAM....
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Get info at any time.
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Use full app
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Great App
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It's an fantastic tool for professional sellers..!!!
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Very nice
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Very Nice App
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Good luck
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Good app. Need total investment and returns on same page. That will help.