Wealth Direct
iOS app by Wealth Direct Portfolio Pvt. Ltd.. Business · Wealth Direct Portfolio Pvt. Ltd.
- Store rating
- 0 / 5
- Store rating count
- 0
- Download price
- Free to download
- In-app purchases
- Unknown
- Version
- 2.0.12
- Listing last refreshed
- 2026-09-13
View the original store listing
Store description excerpt
WealthDirect is among India's Top Financial Planning & Mutual fund app to plan,invest and track your mutual fund portfolio at your fingertips. It's a goal-based investment app created with an objective of helping millions of Indians to achieve financial goals of their life. A goal can be made specific if you ask yourself questions such as: • For whom is this goal? • Why do you need to accomplish this goal? • What is it that you need to achieve precisely? • When will the goal materialize? • What are the necessities and conditions to achieve it? Everyone has financial goals even though we don’t really call them as “goals”. When asked what their financial goals are, most people tend to keep it simple by replying that they just want to become rich. So becoming rich is not a smart financial goal. It is just a wish or a desire of the heart. Smart financial goals would enable you to not only become rich but will also help you to accomplish your other necessities. S.M.A.R.T stands for Specific, Measurable, Adjustable, Realistic and Time- Based. Setting Financial goals will give you an insight of yourself and what you can achieve. You will see your dreams and aspirations come into reality by taking small steps towards them. And setting S.M.A.R.T goals will help you to discriminate real needs from daydreams. WealthDirect App Helps user - 1.Calculate their Life Goals. a.Child Education Planning b.Retirement Planning c.Insurance planning d.Monthly Income Planning e.SIP Calculator f. Marriage Planning calculator g.Vacation planning calculator h.House planning / EMI Calculator 2.Invest online in Mutual Fund WealthDirect Platform is Integrated with NSE NMF 2 For smooth and 100% Secured online Transactions.User Can do online investment at one go and SIP as per their convenience. a. ELSS Funds ( Tax saving Mutual fund ) b. Balanced Fund ( hybrid Fund ) c. Retirement Funds d. Children Fund ( Child Plans Funds ) e. Monthly Income Plan Funds F. Debt / Fixed Income Funds g. Equity Mutual Funds 3.Track the Performance of Portfolio & Goal Achievement Status 4. Investor can enter details in web version and track consolidated view of all investments like PPF , Post office schemes,Equity,Real Estate,Gold,Mediclaim ,Life Insurance etc in a Single Unified Login via mobile app. Top Searches Mutual Funds India | Mutual Fund advisor Delhi NCR | Best SIP Investment App | Top Mutual Funds | Best Retirement Plans | Best Child Education Plans | Best SIP 2018 | SIP Investment | Best SIP Plans | Best Mutual Funds | India's Best Advisor app | Goal Based Planning | Tax Planners | Best Mutual Fund Calculators | Best Tax saving Plans Mutual fund NAV List of Top MF List of Mutual Funds schemes available - SBI Mutual Funds Reliance Mutual Funds Tata Mutual Fund Franklin Mutual Fund Axis Mutual Fund Aditya Birla Mutual Fund DSP Mutual Funds IDFC Mutual Fund Kotak Mutual Fund L&T Mutual Fund Mirae Mutual Fund Sundaram Mutual Fund Tata Mutual Fund UTI Mutual F
Review coverage
AppRill has captured 0 reviews for this app. This is a collected sample, separate from the store rating count. Latest review capture: Not captured yet.
Recent captured chart positions
No chart positions have been captured for this app yet.
Chart position, rating count and review coverage do not establish downloads, revenue or profit. Understand the differences.