Wealth Monitor: MF & Stocks Android

Wealth Monitor: MF & Stocks

By: Dezerv
Smart tool for mutual fund analysis & investment tracking.

Features & Capabilities

Wealth Monitor is a cutting-edge financial tool designed to optimize your mutual fund and stock investments. Whether you're a novice or experienced investor, this Chrome extension offers in-depth portfolio health checks, highlights risks, and uncovers missed gains to help you make smart financial decisions.

Developed by Dezerv, a trusted name with over 20 years of investment expertise, Wealth Monitor provides personalized portfolio analysis, real-time monitoring, and actionable recommendations. Enjoy secure, reliable tracking with stringent data privacy measures and SEBI-regulated certifications. Enhance your investment journey with this intuitive portfolio analysis and monitoring tool, available now for quick and free portfolio reviews.

User Growth & Download Statistics

Contact the developer

Chrome-Stats does not own this Android app. Please use these information below to contact the Android app developer.
Developed by:
Dezerv
Google Play Store
https://play.google.com/store/apps/details?id=com.dezerv.wealth.checkup
Email:
me*****@dezerv.in
Website:
https://www.dezerv.in/

User Reviews

Users appreciate the app's ability to consolidate and analyze mutual fund portfolios with a clean interface and family member support. However, many face persistent issues like delays in portfolio loading, synchronization errors, mandatory PAN and mutual fund holdings limiting app use, and inadequate customer support. Data privacy concerns have also been raised. Overall, while functional and informative for mutual fund investors, technical and service shortcomings impact user experience.
Pros
  • Provides a consolidated view of mutual fund investments, enabling users to track all their investments in one place.
  • User-friendly and clean interface making portfolio viewing easy and informative.
  • Supports adding family members to analyze multiple portfolios collectively.
  • Offers mutual fund benchmark comparisons and investment style suggestions.
  • Reduces manual effort in tracking and managing mutual fund portfolios.
Cons
  • App frequently gets stuck displaying 'portfolio under review' message for extended periods, preventing portfolio access.
  • Synchronization issues leading to incorrect or missing data display.
  • Mandatory PAN input and mutual fund holdings requirement limits usability for users without mutual funds or other investment types.
  • Poor customer support, especially via WhatsApp, with delayed or no responses.
  • Data privacy concerns due to handling of personal credentials and lack of clarity on certifications.
Recent reviews
I installed the app on my Android phone and set up my account. After completing the setup, the app asked me to wait 10 minutes for my portfolio to reflect. I waited for an hour, but the screen didn’t change. The next day, I reopened the app only to find myself logged out. After logging in again, I encountered the same issue. I even tried reaching out to the virtual WhatsApp support, but I’ve yet to receive a response. Ultimately, I decided to delete the app
by sh*****, 2025-01-26

Very good app, informative, wish if it could add a little more dedicated and detailed portfolio insights and suggestions/advice in both MF & Stocks, especially the latter one.
by Su*****, 2025-01-25
View all user reviews ›

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