Wealth Munshi - Your Goal Base APK

Version 6.1.47 - com.wealthmunshi
wealthmunshi,finance,wealth,munshi

Easy to invest in Mutual Funds (SIP, One-Time ) Insurance & much more.

Wealth Munshi - Your Goal Base apk

APP Information

Download Version 6.1.47 (20)
Apk Size8.60 MB
App DeveloperDeveloped By: 'ARM Fintech'
Malware CheckTRUSTED
Install on Android4.1.x and up
App Packagecom.wealthmunshi.apk
MD5f59bc4275a667b907f5861044177c977
Rate5
Website http://www.wealthmunshi.com

Download Wealth Munshi - Your Goal Base 6.1.47 APK

App Description

Wealth Munshi - Your Goal Base is wealthmunshi,finance,wealth,munshi, content rating is Everyone (PEGI-3). This app is rated 5 by 1 users who are using this app. To know more about the company/developer, visit Developed By: 'ARM Fintech' website who developed it. com.wealthmunshi.apk apps can be downloaded and installed on Android 4.1.x and higher Android devices. The Latest Version of 6.1.47 Available for download. Download the app using your favorite browser and click Install to install the application. Please note that we provide both basic and pure APK files and faster download speeds than APK Mirror. This app APK has been downloaded 0+ times on store. You can also download com.wealthmunshi APK and run it with the popular Android Emulators.

Wealth Munshi is One of India’s Premier Online Lifestyle Management
Advisory.
Wealth Munshi is well positioned to leverage the rich on-field experience of the
board members since 2001 .
With More Than 3,700 retail investors & 68 Corporate Clients who have been
acquired Since Aug of 2001 in India, USA, Australia, Phillippines & UK .

The Financial Planning Pattern we follow:
Part 1: Financial Planning :
( Goal Based Financial Planning ,Track your existing Goal & Create new Goals )
Part 2: Transact Online :
( Sip , One-Time , Sell, Switch )
Part 3: Track Your & Your Family's Portfolio Together :
( Your Family’s Staggered Investments Together on one Platform)
Part 4: Track Your Long term & Short term Capital Gains tax :
( For Last 10 Years )
Part 5: Track All Your Investments Together :
( Build Your Model Portfolio via Mutual Funds ,Stocks ,Metals, Fixed Deposits,
Recurring Deposits, Insurance & Other Fixed Interest Investments etc)
Part 6: Get Alerts on Your Life / Health /Motor Insurance , Mutual Funds, Bonds
Etc !
( Get updates on your Sip Dates , Insurance Due Dates , Maturity etc )
Here is Our Financial Planning Process :
1. Personal / Corporate Goal Achievement Program.
2. Detailed Income & Expense Analysis.
3. Cash Flow Management.
4. Current Financial Resources.
5. Debt Management.
6. Goal Funding Analysis.
7. Life Insurance Analysis.
8. Risk Profiling.
9. Asset Allocation.
10. Opinion on Structured Investments.
11. Action Plan.
12.Tax Planning .
13.Detailed Personalized Project Report .
Goal in the First Year of Our Relation:
To provide an Access that is both informative & simple for a customer to Understand All
Suitable Financial Products.
To establish strategic Financial Solution with All Service Providers & More Than 13,000
Financial Products Available Currently.
Embedding online Support such as Proactive Chat, Skype, Whats App Etc.
Since We Work on all Financial Products hence Reducing Your Time on Shopping Around
For a Suitable Financial Solution & also provide a personalized service for customers At Door Step.
An Unbiased Advise !
Our Clients :
Non-Resident Indians (NRIs)
Business Executives
Doctors
Architects
Engineers
Entrepreneurs
Persons of Indian Origin (PIOs)
Returned to India (R2I)
High Net Worth Individuals (HNIs)
Professionals in varied areas
Corporates & Educational Institutes.
Our Team is a Part of The Prestigious MDRT( Million Dollar Round Table) For the last 16
years in Which less than 1% of the Global Financial Consulting Organizations qualify.
To Register for a Financial Health Check, Simply click on link below :
https://goo.gl/J98x52
Experience Professional Investing !
[email protected]
+91-93979- 98765.
website : http://wealthmunshi.com
______________________________
Wealth Munshi© is A Registered Mutual Funds Distributor with AMFI
(Association of Mutual Funds of India) & a Certified Financial Planner.
A Digitial Initiative By Sanghi Consultancy 

App ChangeLog

  • - Complete your Video KYC, FATCA
  • - Get Onboarded to any transaction platform, like – NSE NMF II or BSE Star
  • - Buy any Indian Mutual Funds
  • - Create your financial Goals and preserve it to track the achievements
  • - Check your SIPs status and other updates related to your investments
  • - Contact and post queries to your advisor

App Screens

Wealth Munshi - Your Goal Base App Screen 1Wealth Munshi - Your Goal Base App Screen 2Wealth Munshi - Your Goal Base App Screen 3Wealth Munshi - Your Goal Base App Screen 4Wealth Munshi - Your Goal Base App Screen 5Wealth Munshi - Your Goal Base App Screen 6Wealth Munshi - Your Goal Base App Screen 7Wealth Munshi - Your Goal Base App Screen 8Wealth Munshi - Your Goal Base App Screen 9Wealth Munshi - Your Goal Base App Screen 10Wealth Munshi - Your Goal Base App Screen 11Wealth Munshi - Your Goal Base App Screen 12

Older Versions

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Google Play Reviews

  1. Sudatta Gautham-avatar

    Sudatta Gautham

    Great app for WM customers. WM has great service and is very helpful.

  2. Bysani Hari Krishna-avatar

    Bysani Hari Krishna

    I have not used fully. Tried to login with initial details. To update date of birth I need to press month by month 30 years back means 30*12 times, then I realised the experience of developers and user interface testing levels. Thought better not to continue and stopped even login. Lot to improve I guess.

  3. Sumadhur Babel-avatar

    Sumadhur Babel

    Very easy to use & informative.

  4. pagidi indira-avatar

    pagidi indira

    Great place to work! Really enjoy a great place to grow career and a lot of growth potential. I have never worked at a place like this. Great culture of inclusion and diversity. Ability to make an impact on the companies growth.This app will be exceptionally with financial Investment.

  5. Niyanth-avatar

    Niyanth

    Great app. Really helps to find out everything at one place and manage our profile. Team has been helping to manage my profile since almost 12 years. Every recommendation is fruitful to us. The layout of the app is really cool and user friendly. Thank you for everything.

  6. Anand Ramanathan-avatar

    Anand Ramanathan

    A great effort. Sincerely appreciate the app and Wealth Munshi Team. This has saved a lot of time & effort in logging into a computer and then the site to check the status. I have just started using this and am looking forward for the app to help me manage my finances at the optimum level

  7. Ilango Thangavelu-avatar

    Ilango Thangavelu

    Excellent app which helps you keep up with live status of your investments and trend. Grouped fund suggestions for investment with their historical return information helps people make educated decisions. Investing through app is also easy. Goal setting drives a structured investment behaviour. Thanks to Sanghi team for such a wonderful app. It is growing in features constantly.

  8. Latika Ganti-avatar

    Latika Ganti

    It was very easy to use and I appreciate the fact that I have a holistic view on all my finances. I like the locker feature the best since all important documents are stored in one place for easy access and future use.

  9. Muralidhar Gaddam-avatar

    Muralidhar Gaddam

    This app is like your financial ROBOT - does whatever you want. Almost any legal type of investment transaction one can think of is available in this app. Consolidated dashboard and excellent data linking, so one need not maintain several tracking sheets. Easy to use and motivates personal/family financial success.

  10. Anila Agrawal-avatar

    Anila Agrawal

    Great and very useful app.