Wealth4Me

Wealth4Me is a comprehensive wealth management app designed to help you monitor and manage your complete financial portfolio in one place. Track mutual funds, equity shares, bonds, fixed deposits, PMS accounts, and insurance policies—all your assets organized and accessible from your phone.

Stay informed about your investments with detailed portfolio reports you can download anytime. View historical performance data to understand how your assets have grown, and access transaction statements for any period with just a few taps. The app streamlines document retrieval with one-click account statements from any Indian asset management company, saving you time on paperwork.

Invest directly through the app in mutual fund schemes and new fund offers. Track your orders in real time, from placement through unit allotment, giving you complete transparency into every transaction. Monitor your SIP and STP schedules with dedicated reports, so you never miss a contribution or transfer. The insurance tracker keeps all your policy premiums organized, with reminders for upcoming payments.

Make smarter financial decisions using built-in calculators: retirement planning, SIP analysis, SIP delay scenarios, step-up SIP strategies, marriage goal planning, and EMI calculations. View your folio details for each asset management company to verify your holdings across all platforms.

Secure login via your Google email ID ensures quick, hassle-free access every time. Wealth4Me gives you the visibility and tools you need to manage your wealth confidently.