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wealthphi

WealthPhi is a wealth management tool for all your needs in a single app

WealthPhi is a wealth management tool for all your needs in a single app

wealthphi

by Bombay Fintech Private Limited
wealthphi
wealthphi
wealthphi

What is it about?

WealthPhi is a wealth management tool for all your needs in a single app. You can see your investments, profit/loss statements and transactions with your respective financial advisor in a single place. It monitors your investment goals and generates insights that helps you to make informed decisions. Your advisor will be kept informed at the same time so he can make timely recommendations. Avoid any manual record-keeping or reminders as this is all encompassing.

wealthphi

App Details

Version
1.0.3
Rating
NA
Size
33Mb
Genre
Finance
Last updated
May 28, 2024
Release date
August 10, 2023
More info

App Screenshots

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App Store Description

WealthPhi is a wealth management tool for all your needs in a single app. You can see your investments, profit/loss statements and transactions with your respective financial advisor in a single place. It monitors your investment goals and generates insights that helps you to make informed decisions. Your advisor will be kept informed at the same time so he can make timely recommendations. Avoid any manual record-keeping or reminders as this is all encompassing.

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