Wealth Tracker : MF Analysis

Wealth Tracker — Your Smart Mutual Fund Companion

Managing mutual fund investments shouldn’t be complicated. Whether you’re just starting your investing journey or already building wealth, Wealth Tracker is your intelligent, secure, and hassle-free way to stay on top of your mutual fund portfolio.

This app is designed with transparency in mind giving you a clear picture of where your money is, how it’s growing, and what actions you can take to make your investments work smarter — not just harder.

Get your portfolio reviewed in just under 7 minutes.

What You Can Do with Wealth Tracker:

• Track All Mutual Funds in One Place
Link your existing folios from any AMC or platform. Get a consolidated view of your mutual fund holdings — across direct and regular plans.

• Real-Time Portfolio Insights
See how your investments are performing with dynamic, easy-to-understand reports. Track returns, asset allocation, fund categories, and more — in real-time.

• X-Ray Your Portfolio
Identify over-diversification, hidden overlaps, and concentration risks. Our advanced analytics help you take more informed decisions
.
• Download Capital Gains Report
Generate and download your capital gains report directly from the app for easy tax filing and financial tracking — hassle-free and ready when you need it.

• Smart Notifications
Get alerts when action is needed — from portfolio rebalancing suggestions to key updates on your funds. No spam, just what matters.

• 100% Secure & Privacy-First
Your data stays encrypted and secure. We use bank-grade security and never sell or misuse your information.


Why Choose Investza Wealth Tracker?

->Made for Mutual Fund Investors: Not cluttered with stocks, FDs, or insurance. 100% focused on mutual fund tracking and optimization.

->No Ads, No Noise: A clean, distraction-free interface built for clarity and simplicity.

->Expert-Grade Insights: Simplified: You don’t need to be a financial expert. We make complex investment analytics accessible and actionable.



Your Data is Safe with Investza

We use industry-standard encryption, follow SEBI-compliant practices, and never compromise on user privacy. Your information is never shared without your consent.

Start making better mutual fund decisions today.


Download Wealth Tracker and take control of your investments.



Investza Wealth Tracker App is a Mutual Fund Portfolio Review tool offered by Investza Capital, an AMFI registered mutual fund distributor with ARN - 154125.

Mutual Fund Investments are subject to market risk, please read all scheme-related documents carefully before investing.