Wealthy: Stocks & Mutual Funds 4.1.5

Wealthy is a comprehensive Wealth Management App that offers a range of investment opportunities and tools for tracking mutual fund investments conveniently. Through Wealthy's mutual fund tracker, users can monitor over 800 products in a centralized platform. The app also provides access to exclusive Wealthy portfolios designed by expert teams to facilitate long-term wealth building.

Investors can select from various investment strategies tailored to their preferences on the Wealthy app, such as:

• Tax Saver: This portfolio, compliant with section 80C of the Income Tax Act, includes high-performing ELSS mutual funds to maximize tax benefits.
• Smart Switch: Achieve optimal asset allocation by systematically switching funds within your mutual fund portfolio to maintain higher returns.
• Diversified Portfolio: With analysis of mutual fund data spanning over a decade, nine curated portfolio strategies aim to provide optimal returns while safeguarding wealth.

Wealthy's Mutual Fund Tracker allows real-time monitoring and management of mutual fund and stock investments, catering to family members as well. The app supports various Indian mutual funds, covering Equity, Debt, and Hybrid categories.

Ensuring top-notch security standards, Wealthy prioritizes privacy by operating on a private network and utilizing bank-grade encrypted storage. The Portfolio tracker has successfully passed Google's Security Audits, ensuring a safe and secure environment for users.

The innovative Family Account feature enables users to manage investments for family members effortlessly within a single platform. By using the Wealthy app, individuals can oversee investments for parents, children, or spouses efficiently.

Investing with Wealthy is quick and seamless with options like:

• Invest Any time: Choose between monthly (SIP) or one-time Lump Sum investments based on your preferred mutual fund strategy.
• Watch it Grow: Leverage the expertise of research teams and finance professionals to maximize returns on mutual fund investments.
• Withdraw anytime: Withdraw funds at any time, with the money credited to your linked bank account within three working days.

Wealthy collaborates with prominent mutual fund and insurance companies such as TATA AIA, HDFC Ergo, Niva Bupa, HDFC Life, SBI Mutual Fund, HDFC Mutual Fund, ICICI Prudential Mutual Fund, among others.

To sum up, Wealthy emerges as an excellent platform for monitoring personal and family investments effectively. For feedback or support inquiries, contact [email protected]. Your positive experiences are encouraged through a 5-star rating.