Access account balances and total assets. Review investment performance and transaction history. View portfolio details and asset allocation. Manage investments by buying or selling funds. Set up recurring contributions and adjust portfolio settings.
In and through automated portfolios and expert guidance. Set financial goals, schedule regular contributions, and track progress. Adjust risk tolerance and access real-time performance reports.
Invest in funds and set up systematic investment plans. Access personalised portfolio recommendations based on risk profile and financial goals. Monitor performance and track investments. Adjust SIPs and view detailed investment history.
Invest in funds with SIP, lumpsum, or switches. View portfolio details and transaction history. Set reminders for SIP payments. Track fund performance and receive alerts for market updates. Manage investments and switch between schemes instantly.
Monitor market activity with real-time quotes, charts, and market scanners. Place standard orders and complex option spreads. View delayed quotes without registration or account setup.
Track investment performance and receive notifications about upcoming investments and pending actions. Monitor payment status and order progress in real time. Access investment details and statements for all family members under one account.
Wealth India Financial Services India Private Limited
Invest in and manage your portfolio
Invest in , index , and tax-saving options through SIPs. Track portfolio performance and view investment history. Set financial goals and receive expert guidance. Compare fund details and manage investments online.
Open investment account with simple, secure steps. Explore mutual funds based on financial needs. Track investments, view gain-loss reports, tax reports, and portfolio insights all in one place.