Wealthzi: Direct Mutual Funds

Wealthzi is a digital wealth management app that helps you to invest in mutual funds, portfolio management services, alternative investment funds, fixed deposits, bonds, gold, fractional real estate, and global stocks and mutual funds.

Wealthzi helps you to track mutual funds portfolio easily, your existing stock portfolios, PMS holdings, and alternative assets. It also helps to explore investment ideas starting from mutual funds to PMS, AIFs, bonds, and FDs and to alternative investment ideas and structured products.

Automated Portfolio Tracker:

The Wealthzi portfolio tracker is a completely automated process where you just need to put in a request at the click of a button, and the CAMS consolidated accounts statement (CAS) reaches your email id in minutes.

Once you receive the CAMS CAS email, forward the same to our email id cas@wealthzi.com. The statement is updated in your portfolio in a matter of minutes.

Similarly, you can also track your stocks, PMS and bonds portfolio by uploading NSDL/CDSL statements.

Automated Portfolio Review:

Automated mutual funds portfolio review is an innovative feature in the app. At the tap of a button, you can start reviewing your portfolio with the help of our proprietary Zi scoring methodology.

It gives insights into your portfolio, which are good, bad and ugly funds, your exposure to various sectors, the concentration of funds, whether it is over-diversified or under-diversified, if your asset allocation is right, if the portfolio is as per your risk profile and financial goals.

Build Portfolio:

We help you invest in long, medium and short term portfolios based on your risk profile.

SIP and Lump Sum Calculators:

We have introduced financial calculators which have an SIP Calculator, Lump Sum Calculator, Fixed Deposit Calculator, Recurring Deposit Calculator, and Loan EMI Calculator. You can use these calculators to plan your money and wealth goals.

Mutual fund SIP calculator helps you find how much the maturity amount is if you invest a specific amount of money monthly in mutual funds. You can input the SIP amount and the desired CAGR returns. A good large cap fund can give anywhere from 15-20% CAGR on a 10-20 year period.

Lump Sum calculator helps you find the maturity amount if you invest a lump sum amount today and you input the CAGR returns.

Mutual Fund Account:

You can open a mutual fund investment account in a few steps. Wealthzi has partnered with BSE Star MF for powering the mutual fund transactions. You can invest in the mutual funds of leading asset management companies like SBI, HDFC, ICICI Prudential, Axis, PPFAS, Motilal Oswal, Tata, Kotak, Aditya Birla Sun Life, Franklin Templeton Mutual Fund and so on.

Get KYC done:

If you are new to mutual funds investments and have not done KYC (know your customer registration), then we can help you get the KYC done online. You need to have a valid PAN card, Aadhaar card, and blank check copy of your bank account to do the registration. Please note that the Aadhaar needs to be linked to your mobile number so that we can do an OTP based authentication.

Once you have done KYC, you can start making investments in mutual funds and other investment products.

SIP Mandate:

To invest in a SIP, we need to take a bank mandate from you for the mutual fund AMC to deduct the specific SIP amount from the bank account as per the SIP frequency.

We have an online process to enable your bank mandate for SIP.

Explore Investment Ideas:

Now you can explore several other investment ideas apart from mutual funds. We have added assets like portfolio management services, alternative investment funds, bonds, fixed deposits, and digital gold (in partnership with Augmont). You can view the top PMS schemes, their returns, top stock holdings, information on the fund manager, return expectations, fund expenses, and other details.

Same information is also available on alternative investment funds (AIF).

Download the Wealthzi app today!