Aadi Wealth

Aadi Wealth app allows clients to view their investments in Mutual Funds, Fixed Deposit and Insurance at the click of a button. It also provides a consolidated investment report.

This App can effectively manage your entire financial portfolio, which includes Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance.

The app's salient features include a detailed report that encompasses all your assets, easy login via your Google email id, transaction statement of any period, advanced capital gain reports, and a one-click statement of account download for any Asset Management Company in India.

You can also invest online in any mutual fund scheme or new fund offer and track all orders until the allotment of units to ensure complete transparency. Furthermore, the SIP report keeps you informed of your running and upcoming SIPs and STPs, and an insurance list helps you keep track of premiums to be paid. The app also provides folio details registered with each AMC.

Aadi Wealth also offers several calculators and tools, such as a retirement calculator, SIP calculator, SIP delay calculator, SIP step up calculator, marriage calculator, and EMI calculator.