This app is exclusively available to investors who have subscribed to the services of Wealth Creator, an AMFI-registered Mutual Fund Distributor.

Mutual Fund Investments

The platform provides access to a wide range of mutual fund schemes, enabling investors to make informed investment decisions based on expert recommendations.

Insurance Management

Easily view and access your existing insurance policies when required, including:

Automobile Insurance

Health Insurance

Life Insurance

Property Insurance

Loan Tracking

Keep track of the loans you have availed, such as:

Loans secured against Mutual Funds

Loans secured against Securities

SME-focused business loans

Portfolio Tracking Features

Monitor the performance of your entire portfolio across all investment categories

View consolidated family-level portfolios

Gain a complete overview of your holdings at a glance

Track total returns, including dividends and interest income

Receive timely notifications about important events and financial updates

Align your financial goals with your investments and monitor progress

Manage and track your support tickets

Receive customized, family-specific portfolio reports via email