SimpliWealth

SimpliWealth is the ultimate mobile app for those who want to manage their wealth more efficiently. With a simple and easy-to-use interface, SimpliWealth helps you get better organized in personal finance with an all-in-one account for your entire family.

The app offers multiple themes to choose from, so you can get a rich feel of the app while staying organized. You can onboard yourself in just 10 minutes and start investing right away. With the interactive goal planning module, you can easily track your financial goals' progress and stay on top of your investments.

SimpliWealth takes your security seriously and offers great security measures throughout the app to secure your personal data. You can add a PIN for additional security or use biometric security measures like fingerprint unlock and face detection unlock for an enhanced experience.

The app offers seamless management of your mutual fund portfolio, with the ability to view all transactions and SIPs. You can also search for various baskets and compare different mutual funds and their factsheets. The online investment account creation process is simplified to just 5 minutes, and you can complete the whole transaction journey within the app without having to authenticate the transaction from email. Mandate authentication can also be completed within the app and activated within 2 minutes.

With SimpliWealth, you have access to over 20 asset classes to manage your portfolio, including mutual funds, stocks, insurance, fixed income, commodities, real estate, NPS, small savings schemes, loans, and more. You can view detailed information for each of your assets and improve your experience with adding, editing, and deleting them. Simplify your wealth management with SimpliWealth.