MyWealth 1.19

Fintso ❘ Freeware ❘
Android

MyWealth offers an advanced investment and insurance portfolio management application that can be utilized by financial advisors to serve their clients. Please note that the financial advisor must be a registered user of Wealth Magic, available at https://www.wealthmagic.in.

The MyWealth app provides various perspectives of your portfolio, enabling you to stay informed about its latest status and make informed decisions regarding investment re-balancing, profit booking, or limiting losses. Below are some of the key features of the My Wealth app:

Obtain a summary view of your current investments across different asset classes
Review the insurance coverage for all family members in one place
Access detailed information about individual holdings
Stay informed about upcoming portfolio events
Receive alerts for important events such as life insurance premium payments, general insurance renewals, SIP due dates, FMP maturity, and more
Conduct online transactions such as buying, redeeming, or switching mutual funds from any AMC
Access high-quality mutual fund advisory services
Create service tickets for assistance from your advisor
Utilize a range of financial calculators to assist in planning short and long-term financial goals
Securely store and access important documents through the Digital Vault feature using your smartphone
Comprehensive coverage of major General Insurance categories including Health, Motor, Fire, and more
Monitor small saving investments like PPF, NSC, KVP, FD, RD, and others
Track investments in Stocks, Bonds, Bullion, Commodities, and more

Overview

MyWealth is a Freeware software in the category Business developed by Fintso.

The latest version of MyWealth is 1.19, released on 05/21/2025. It was initially added to our database on 04/07/2024.

MyWealth runs on the following operating systems: Android.

MyWealth has not been rated by our users yet.

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Latest Version
1.19

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