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Wealthy: Stocks & Mutual Funds vs MProfit Usage & Stats
A one-stop shop to manage your wealth. Start investing in stocks, mutual funds, Pre-IPOs, ETFs, FDs, Bonds and more using Wealthy.
One super app to manage all your investments:
Open free demat account and invest in stocks at the lowest brokerage in India
Invest in mutual funds schemes through the app or you can choose from pre-built mutual fund baskets curated by our experts
Invest in fixed deposits
Invest in Pre IPOs, bonds and debentures
With Family Account, add up to 10 family members to your account to track and invest on their behalf
Invest in stock market with Wealthy:
Open free demat account
100% paperless and smooth KYC Process
Invest in stocks, ETFs, IPOs, SGBs and much more
Zero brokerage on equity delivery, and flat Rs 15 brokerage on intraday trading
Get Wealthy Ideas - Stock baskets curated by our experts
Get in depth insights of stocks
Advanced chart and technical indicators
F&O trading at lowest brokerage
Futures and options trading with Wealthy:
Lowest brokerages on F&O trades, Rs 15 or 0.05% commission, whichever is lower
Charting tools like Tradingview to keep you updated about your trades
Invest in mutual funds through Wealthy:
Invest in ELSS of mutual funds and save taxes
Invest in large cap, mid cap, small cap and flexi cap mutual funds, and also in debt and hybrid mutual funds.
Invest a lump sum amount or through SIPs
Track all your MF investments through Wealthy’s Mutual Fund Tracker
Other investment options:
Invest in corporate FDs
Invest in Pre IPO companies before they hit the bourses.
Invest in bonds and debentures, including 54EC bonds, and more.
Track investments:
Mutual fund tracker: Track all your MF investments not just with Wealthy but also outside Wealthy. You can also track MF investments of your family members.
Family Account: Manage your family members’ investments seamlessly. Through the Family Account feature, you can invest on behalf of your family members and also keep a track of these investments.
We are here to help you:
For any assistance related to stock broking, email us at wbservice@wealthy.in or call 080- 48520671
For any other assistance, email us at customer.support@wealthy.in
Website: www.wealthy.in
For Wealthy Ideas: www.wealthy.in/invest/stocks
Download Wealthy App and start your investment journey today.
Membership Registration Details:
Member name - WealthyIN Broking Private Limited
SEBI Registration Number - INZ000308532
Member Code - 90293 and 6798
Registered Exchange/s name - NSE and BSE
Exchange approved segment/s - CM, FO and Debt
Disclaimer: Investments in securities market are subject to market risks and past returns are not a guarantee of future returns. WealthyIn Customer Services Private Limited–AMFI Mutual Fund Distributor ARN 106846. Buildwealth Technologies Private Limited–IRDAI Corporate Insurance Agent CA0711. WealthyIN Broking–SEBI Stock Broker Registration Number - INZ000308532. Research Analyst - SEBI Reg No: INH000012175
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With MProfit, you can manage & track your investments across a large number of asset classes that seamlessly integrate with MProfit’s comprehensive accounting module. You can import trade data directly into MProfit from 3000+ sources and generate investment & accounting reports to obtain actionable portfolio insights.
The MProfit mobile application allows you to access your MProfit data directly on your iOS phone or tablet. All your PMS and F&O data entered in MProfit on your PC or shared with you by your Financial Advisor can be viewed on-the-go using your mobile device, thereby allowing you to stay up-to-date with your portfolio at all times.
We have added several user-friendly and informative features to the MProfit mobile app to help you manage your investments effectively including:
• Real-time view of your Portfolio valuations across asset classes including Stocks, Mutual Funds, Bonds, FDs, & others
• View your Futures & Options portfolio data with live prices, mark-to-market, realised gain, unrealised gain and other related fields
• Ability to view data in Portfolios created by you as well as in Portfolios shared with you by your Financial Advisor
• Asset allocation charts for all your Portfolios
• Transaction details for all transactions you enter into MProfit across asset classes, along with opening and closing balances
• Searching for a Portfolio & searching for a specific asset in a Portfolio made easy
• Obtain the perfect analytical view of your Portfolio data with easy sorting, filtering and other customisation options
• Never miss an important update by enabling push notifications for reminders specific to your Portfolios, including lock-in period expiry, premium due & maturity date
• Ability to toggle between Light and Dark modes, dependent on your preference
• Secure your data by setting a passcode on your MProfit mobile application (including Touch ID/Face ID)
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Wealthy: Stocks & Mutual Funds VS.
MProfit
January 6, 2025