MyWealth
MyWealth is a state of the art investment & insurance portfolio management app which a financial advisor can provide to his customers (please note that your advisor must be a registered user of Wealth Magic i.e. https://www.wealthmagic.in). With MyWealth app, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss. Here are some of the many features of the My Wealth app: • Get a summary view of the current status of your investments across asset classes • Get a summary view of the insurance cover of all members in your family • Drill down to full detail • View Upcoming portfolio events • Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc. • Buy / Redeem / Switch Mutual Funds online from any AMC • Get best in the class MF advisory • Raise a service ticket to your advisor • Host of useful financial calculators to help you plan your short term and long term financial goals • Digital Vault – access your important documents anytime from your Smartphone • Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc. • Track small saving investments like PPF, NSC, KVP, FD, RD etc. • Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.Recent Changes
Minor Bug Fixes.
bishnoo ananth
Slowed performance after the latest update. Each page takes a few seconds to load vs earlier which was way quicker. Don't like the new interface which is just half the screen and has an unnecessary scroll which can be avoided if the other half of the screen real estate can be used. Liked the xirr on main screen but could be implemented better. Try reducing the size of the buttons.
A Google user
Updated feedback based on the fix: The below mentioned Issue is resolved in the updates, now the application is working very well. Thank you! Earlier feedback: When tried to start the application getting a pop-up "Unable to complete your request. Please try again later". Tried uninstalling and reinstalling the application couple of times but facing the same issue.
Vijay Naik
Very good App. Very useful and informative. HOWEVER A IMP. SUGGESTION ... MUF GAIN / LOSS figures. In this App are IN SO SMALL FONT, THAT WE Senior citizens can't read them. Please increase the font size & make BOLD.
A Google user
Very good app but needs to show overall portfolio gain or loss. Currently it shows at a mf scheme level, but what is more important for an investor is to see overall portfolio performance. Pls help make the enhancement. Thx
A Google user
Good application to monitor your investments and funds. It has detailed features wherein you can see the gains and loss of funds in your mutual funds and also covers every aspect of your investment, right from life insurance, health insurance to sip's and other investments.It is a one stop app where you can see details of each and every family member.Very impressed with this app.
Abhi Deb
Dear developer its good to see this app that we can track the performance of our investment. But the main concern to all the user in ur app is there is no " Selling " option u choose buying option for the app which means when anyone interested to invest he/she is always welcome but if some really needs money and want to withdraw his/her funds he has to contact u. Just go thru all the online app u will find both BUY/SELL Option so hope to get update very soon. so that after update rating may b 5
Anirudha Bansod
I have samsung s21ultra mobile. I installed MyWealth many times and removed many times. Each time after installation, I get error informing Unable to complete your request, please try again later. Can you please help, how can I resolve this issue. I wrote to your given email. But no reply.
A Google user
I have been using this app for past 2.5 years to only monitor my portfolio , yet I don't see any efforts placed by Tech team to enrich better user experience by future next features . This doesn't give any seamless integration to directly buy/amend the financial instruments, no withdrawals and cancellations etc.
Neha Agrawal
Hi Team, I am an Android User with v.1.8. There is some issue with the application. New Invested amount is not being reflected. Can you please check? It's been almost 2 weeks and this issue persists.
A Google user
this app experience is really bad. when we enter user id and click on forgot password, its ask us for number which is not visible. also error message comes like unble to process your request.
A Google user
This app does not work on my s10. It keeps saying unable to process request. Tried reinstalling, clearing cache,updating software but one of it works. Developer pls help.
Shreya Bhatt
Looks like an very old app with these colours. Also doesn't show a systematic data which can be easily understood.
ml verma
Using this app for quick awhile now but I resently changed my mobile and this app is not working with the latest Android version. The error is popping up as "Can not process your request,please try again later" please fix this issue asap.
A Google user
A perfect suitcase for financial portfolio. Only problem is that each time user have to enter user id and password. This is irritating. can you make any pattern login to make it eazy.
Balasubramanian Ponnusamy
This app is getting opened frequently. Everything I am removing the cache data and open. Sometimes even after that it is hanging. I am using Samsung M01 model mobile with VI net. I don't have any problem with other finance related mobile apps.
Guru Raghavender
Since this app has many investment options, can the developers add smallcase investment as an option within the app? If yes, by when can it be added since I have plans to get into it by Oct.
SV Shenoy
Terrible app!!! Installed several times but unable to proceed because of an annoying message "Unable to complete your request.Ple se try again later". Running on Samsung Galaxy S10.
Suyog Chaukar
One stop solution for your Mutual Fund needs. Extremely easy to navigate and a very friendly UI. Kudos!!
MANJU BOSESARKAR
somehow i am logged out from my account and when i tried to log in my account, the system is showing password is incorrect and when i am pressing the 'forgot password', there is no option to reset that. its frustrating.
Sameer Trivedi
General Insurance section is not showing after updates. Also there is life insurance cash flow charts are also incomplete. This app is working for only MF now. This company is making lots of money in old app & now no one answer about the problems.