Apps Like TruNeevesh for iPhone and iPad
Track investments, view portfolios, manage funds
Track mutual funds, NPS, PMS, bonds, SGBs, fixed deposits, IPOs, LAS, and custom assets like real estate or PPF. View portfolio performance, set investment goals, and receive alerts for market changes.
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Paytm Money: Stocks, MF, IPO
PayTM Mobile Solutions Private Limited
Invest in IPOs, stocks, and mutual funds
Invest in IPOs, equities, F&O, bonds, and mutual funds. View real-time market data and track portfolio performance. Set up recurring investments and manage multiple accounts. Place orders and monitor trade history.
Asset Management-MoneyWiz
洲旗 张
Track assets, manage investments, monitor debts
Track physical assets like real estate, electronics, vehicles, and collectibles. Monitor financial assets including stocks, bonds, and mutual funds. Manage debts and expenses. View detailed statistics and generate reports.
Bajaj Broking: Demat, MF, SIP
Bajaj Financial Securities Limited
Invest in stocks, funds, and bonds
Manage investments with tools for stock trading, IPO applications, and mutual fund analysis. Track portfolio performance and access free demat account services. Invest in bonds, NCDs, and other financial instruments through a unified platform.
Wealthcube Endeavours
Excel Net Solutions Private Limited
Track assets and manage investments
Manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, download portfolio reports, and access transaction statements. Log in via Google email.
Dhanashree Investments
DHANANJAY KALE (IN)
Track portfolio and manage
Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company with one click.
Client Access
Raymond James Financial, Inc.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
Akta Wealth
Excel Net Solutions Private Limited
Track investments and manage portfolio assets
Track and manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, generate transaction statements, and download complete portfolio reports.
Betamfwala
Excel Net Solutions Private Limited
Track assets and manage investments
Track and manage mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download transaction statements, and generate complete portfolio reports.
AMEYA
Bajaj Capital Insurance Broking Limited
Track investments and manage portfolios
Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company.
NOVO - MF, IPO, G-Sec, SGB
Fortune Trading Corporation
Invest in stocks and manage portfolios
Access primary market products like mutual funds, IPOs, SGBs, and G-Secs. View investment details, place orders, and track performance. Receive real-time updates and manage portfolios digitally.
MF - Bonanza
Bonanza Portfolio Limited
Track portfolio, view reports, manage investments
Track and manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance history and generate complete portfolio reports.
WCT Investments
Excel Net Solutions Private Limited
Track and manage portfolio assets
Manage and monitor financial portfolio with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Download complete portfolio reports, view historical performance, and access transaction statements.
DP TradeKING - MF
DP TRADE KING PRIVATE LIMITED
Track portfolio, manage assets, view reports
Manage and monitor investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. Download complete portfolio reports, view historical performance, and access transaction statements.
Param Investments
PARAM INVESTMENTS MF SERVICES LLP
Track portfolio, manage assets, view reports
Track and manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download complete reports, and access transaction statements. Log in via Google email.
CRVJ Investment Services
Excel Net Solutions Private Limited
Track assets and manage investments
Manage financial investments with access to mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View complete portfolio reports, historical performance, and transaction statements. Download data and log in via Google email.
Enrichwise Premium Wealth App
Enrichwise Consultancy Services Private Ltd
Manage mutual funds, equity shares, bonds,
Manage and track investments in mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download complete reports, and access transaction statements. Log in with Google email.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.