Reviews of Wealth Monitor: MF & Stocks

By: Dezerv App

List of user reviews and ratings for Wealth Monitor: MF & Stocks

Total ratings

3.71 (Rating count: 5,986)

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Review summary

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.

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User Reviews

Recent rating average: 2.60

All time rating average: 3.71

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60% (28)

Date	Author	Comment
2025-01-26	sh*****	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
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
2025-01-25	Ak*****	Amazing portfolio viewer application, this is much needed App, best part you can add your family members too & analyze your portfolio in seconds
Amazing portfolio viewer application, this is much needed App, best part you can add your family members too & analyze your portfolio in seconds
2025-01-25	Su*****	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.
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.
2025-01-20	su*****	Amazing application, someone who is really serious about how their portfolio is performing and if they want to beat the market benchmark dezerv is the best place to be at.
Amazing application, someone who is really serious about how their portfolio is performing and if they want to beat the market benchmark dezerv is the best place to be at.
2025-01-16	Ar*****	Pathetic app. Kept showing the message "Your portfolio is under review, check after 10mins" for more than two days. Waste of time.
Pathetic app. Kept showing the message "Your portfolio is under review, check after 10mins" for more than two days. Waste of time.
2025-01-16	Pr*****	Data is showing incorrectly, does not sync properly.
Data is showing incorrectly, does not sync properly.
2025-01-09	Wa*****	1- I don't have MF holding but I do have stocks and FDs, PPFs and other instrument. 2- if you don't have MF this app does not allow it proceed further irrespective of if you have other instrument / investment's or not. 3- First impression was bad as it was too basic for tech team to handle.
1- I don't have MF holding but I do have stocks and FDs, PPFs and other instrument. 2- if you don't have MF this app does not allow it proceed further irrespective of if you have other instrument / investment's or not. 3- First impression was bad as it was too basic for tech team to handle.
2025-01-09	K *****	You will never the performance report, though they say it will be delivered in 10 mins, even after granting the access to all accounts. Bank account with different person will also reflect in the report if they use/tied to your phone number.
You will never the performance report, though they say it will be delivered in 10 mins, even after granting the access to all accounts. Bank account with different person will also reflect in the report if they use/tied to your phone number.
2025-01-05	Ka*****	worst.. keep saying portfolio under review might take upto 10 mins. but itscstill pending after more than 8 hours..
worst.. keep saying portfolio under review might take upto 10 mins. but itscstill pending after more than 8 hours..
2025-01-01	ch*****	this is paid service but one may try for many more things, about guidence.
this is paid service but one may try for many more things, about guidence.