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Portfolio tracking doesn’t have to be tedious. Wealthy App helps you track, manage your investment portfolio and grow your wealth in a way that is personalized, unbiased, and proven. With us, your money is invested in data-driven and scientifically designed portfolio of low-cost mutual funds. Our platform leverages best practices in wealth management from across the world that helps you earn the best possible returns on your investment. We make sure you don’t lose on poor financial decisions like confusing insurance with investment, speculative stock trading, not investing enough or losing out on tax-saving. Key Features of Wealthy's Portfolio Tracker: • Paper-less - Our process is completely paperless. You can start portfolio tracking in minutes. • Goal-tracking - Set up custom targets and our algorithms will actively help you achieve it. • Safe and Secure - We use bank-grade security to manage your wealth and personal data. • Fully transparent - No hidden charges, you get a full account of how your wealth is managed. • Ease of use - Our customers love the user-friendly Wealthy app for its simplicity and experience. Wealth Management all at one Place • Portfolio Tracker – Wealthy's Portfolio tracker is one of its kind. It’s fully automated. It also gives you info on asset allocation across classes and insights on your holding period and investment strategy. • Mutual Fund Investment - We manage your wealth based on a strategy tailored to your needs. We analyze over the last 10 years of data and choose a portfolio of mutual funds that provide you with the best returns while protecting your capital. • Tax Saving - Our Tax saver portfolio is eligible under section 80C of income-tax act. With Tax Saver You can claim up to Rs 1.5 lakh as a deduction in your income. Portfolio Tracking in Real-Time • Auto-rebalancing - Our algorithms do monthly re-balancing of your portfolio which have a SIP. • Recommendations - Our algorithms review your portfolio on a regular basis and recommend changes. Invest in Mutual Funds within Minutes • Invest Any Time – Create your own diversified portfolio. Invest monthly (SIP) or one time. • Watch it Grow - Our finance experts make sure you get maximum return on your investments. • Withdraw Anytime - No Lock-in periods. Get your money back into your bank account in 3 days. Smart Tax Savings • Assess Savings - Calculate how much you can still save within this year under section 80C. • Tax Saving Investments - Invest in recommended plans to get maximum tax savings. *Tax-saver offering of ELSS funds has a lock-in period of three years. Our Media Mentions: “Online investing with the likes of Wealthy.in could be the next big thing” - NDTV “Wealthy.in is leveraging technology to make the investing process paperless” - Economic Times “Wealthy has cracked the algorithm to identify portfolios that are tailor-made to address individual needs” - Moneycontrol You can use Portfolio Tracker to track all the Investments made by any of the Apps Like Fisdom, ETMoney, Scripbox, Fundsindia, WealthTrust, Piggy, Paytm Money, Zerodha Coin, Investica, Angel Bee, Fund Easy, Asset Plus, MF Utility, Groww, myCAMS, InvesTap, Kotak Stock Trader, Binomo, KFinKart, Sqrrlm, Kuvera, Goalwise, Mutual Funds by IIFL, ICICI Direct, FundzBazar, INDWealth, Invezta, OroWealth, Moneycontrol and more.
