Wealth Elite3.1.8 - App Store

(This App is only for registered privileged investors.)

Wealth Elite empowers Investors to invest online in top-performing mutual funds schemes, track and manage your Wealth portfolio, map your investments with your life's goals.

Key Features of Wealth Elite:

. Easy Portfolio Manager - We made the investment reports very easy, all the key data you can view at a glance.

. Research - Invest in a well-researched cherry-picked perfectly balanced portfolio.

. Online ATM - Exclusively designed feature to earn extra returns on idle money you kept in saving account, Instant invest & Instant withdrawn

. Paper-less Investments - We offer a 100% paperless process of investment. It takes a few seconds to register a SIP or Purchase an ELSS.

. Goal GPS - Give purpose to your investments, you can map all your investments with the goal like child education, marriage, or retirement.

. 100% Safe and secure - Managed on AWS Server with bank-grade security to manage your data.

. Ease of use - Investors fall in love with the easiness of this app.

Version History New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Accessibility improvements for SEBI compliance.
- Loan Management is Here! - Track and manage your loans seamlessly, all within the app.
- Enhanced Security - Added Security Questions for an extra layer of account protection.
- Daily SIP Investments - You can now start and manage Daily SIPs with ease.
- Seamlessly access all exchanges — BSE, NSE & MFU — right at your fingertips!
- Now transact smarter with the all-new BSE 2.0 available in the Transact section.
- SIP Step-Up Now Available – Grow your investments automatically while starting a new SIP on NSE.
- Top Up Your Existing SIP – Easily boost your ongoing NSE LIVE SIP anytime.
- Investment Performance Graph – View your portfolio growth with a clear, interactive performance chart.
- Download Wealth & P&L Reports – Instantly download your detailed Wealth Report and Profit & Loss statement anytime.
- We’re excited to introduce multilingual support in 9 Languages. 3.1.8 Aug 18 New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Accessibility improvements for SEBI compliance.
- Loan Management is Here! - Track and manage your loans seamlessly, all within the app.
- Enhanced Security - Added Security Questions for an extra layer of account protection.
- Daily SIP Investments - You can now start and manage Daily SIPs with ease.
- Seamlessly access all exchanges — BSE, NSE & MFU — right at your fingertips!
- Now transact smarter with the all-new BSE 2.0 available in the Transact section.
- SIP Step-Up Now Available – Grow your investments automatically while starting a new SIP on NSE.
- Top Up Your Existing SIP – Easily boost your ongoing NSE LIVE SIP anytime.
- Investment Performance Graph – View your portfolio growth with a clear, interactive performance chart.
- Download Wealth & P&L Reports – Instantly download your detailed Wealth Report and Profit & Loss statement anytime.
- We’re excited to introduce multilingual support in 9 Languages. 3.1.7 Jul 16 New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Loan Management is Here! - Track and manage your loans seamlessly, all within the app.
- Enhanced Security - Added Security Questions for an extra layer of account protection.
- Daily SIP Investments - You can now start and manage Daily SIPs with ease.
- Seamlessly access all exchanges — BSE, NSE & MFU — right at your fingertips!
- Now transact smarter with the all-new BSE 2.0 available in the Transact section.
- SIP Step-Up Now Available – Grow your investments automatically while starting a new SIP on NSE.
- Top Up Your Existing SIP – Easily boost your ongoing NSE LIVE SIP anytime.
- Investment Performance Graph – View your portfolio growth with a clear, interactive performance chart.
- Download Wealth & P&L Reports – Instantly download your detailed Wealth Report and Profit & Loss statement anytime.
- We’re excited to introduce multilingual support in 9 Languages. 3.1.6 Jun 8 New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Seamlessly access all exchanges — BSE, NSE & MFU — right at your fingertips!
- Loan Management is Here! - Track and manage your loans seamlessly, all within the app.
- Enhanced Security - Added Security Questions for an extra layer of account protection.
- Daily SIP Investments - You can now start and manage Daily SIPs with ease.
- Now transact smarter with the all-new BSE 2.0 available in the Transact section.
- SIP Step-Up Now Available – Grow your investments automatically while starting a new SIP on NSE.
- Top Up Your Existing SIP – Easily boost your ongoing NSE LIVE SIP anytime.
- Investment Performance Graph – View your portfolio growth with a clear, interactive performance chart.
- Download Wealth & P&L Reports – Instantly download your detailed Wealth Report and Profit & Loss statement anytime.
- We’re excited to introduce multilingual support in 9 Languages. 3.1.5 Jun 5 New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Seamlessly access all exchanges — BSE, NSE & MFU — right at your fingertips!
- Now transact smarter with the all-new BSE 2.0 available in the Transact section.
- SIP Step-Up Now Available – Grow your investments automatically while starting a new SIP on NSE.
- Top Up Your Existing SIP – Easily boost your ongoing NSE LIVE SIP anytime.
- Investment Performance Graph – View your portfolio growth with a clear, interactive performance chart.
- Download Wealth & P&L Reports – Instantly download your detailed Wealth Report and Profit & Loss statement anytime.
- We’re excited to introduce multilingual support in 9 Languages 3.1.4 May 17 New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- SIP Step-Up Now Available – Grow your investments automatically while starting a new SIP on NSE.
- Top Up Your Existing SIP – Easily boost your ongoing NSE LIVE SIP anytime.
- Investment Performance Graph – View your portfolio growth with a clear, interactive performance chart.
- Download Wealth & P&L Reports – Instantly download your detailed Wealth Report and Profit & Loss statement anytime.
- We’re excited to introduce multilingual support in 9 Languages 3.1.3 Apr 1 New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Investment Performance Graph – View your portfolio growth with a clear, interactive performance chart.
- Download Wealth & P&L Reports – Instantly download your detailed Wealth Report and Profit & Loss statement anytime.
- Direct Buy / SIP / NFO Option – Invest directly in NSE/BSE (Buy, SIP, or NFO) without adding to cart.
- We’re excited to introduce multilingual support in 9 Languages.
- A shorter, smarter, and easier transaction flow is now live in NSE Invest. 3.1.2 Mar 1 - We’re excited to introduce multilingual support in 9 Languages:
Hindi
Gujarati
Marathi
Kannada
Tamil
Bengali
Punjabi
Telugu
Malayalam
- A shorter, smarter, and easier transaction flow is now live in NSE Invest.
- Introducing the date-wise P&L report for mutual funds, now included in the portfolio detail report.
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Access to MFD's social media handles for better connect with your MFD. 3.1.1 Feb 1 - We’re excited to introduce multilingual support in 4 Languages
Hindi
Gujarati
Marathi
Kannada
- A shorter, smarter, and easier transaction flow is now live in NSE Invest.
- Introducing the date-wise P&L report for mutual funds, now included in the portfolio detail report.
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Access to MFD's social media handles for better connect with your MFD. 3.1.0 Jan 5 New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Introducing the date-wise P&L report for mutual funds, now included in the portfolio detail report.
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Access to MFD's social media handles for better connect with your MFD.
- Introducing new reports: P & L, Capital Gain, Tax Package, and the ability to download your MF Reports. Streamline your investment tracking. 3.0.70 12/17/2025 New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Introducing the date-wise P&L report for mutual funds, now included in the portfolio detail report.
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Access to MFD's social media handles for better connect with your MFD.
- Introducing new reports: P & L, Capital Gain, Tax Package, and the ability to download your MF Reports. Streamline your investment tracking. 3.0.69 12/08/2025 New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Introducing the date-wise P&L report for mutual funds, now included in the portfolio detail report.
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Access to MFD's social media handles for better connect with your MFD.
- Introducing new reports: P & L, Capital Gain, Tax Package, and the ability to download your MF Reports. Streamline your investment tracking. 3.0.68 10/15/2025 New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Access to MFD's social media handles for better connect with your MFD.
- Introducing new reports: Capital Gain, Tax Package, and the ability to download your MF Reports. Streamline your investment tracking. 3.0.67 08/20/2025 New Features & Enhancements: Elevate Your Experience with Our Latest Update:

- Trade equities easily with Equi Trade.
- Access to MFD's social media handles for better connect with your MFD.
- Goal GPS Fact Finder Form in XLS, PDF, and DOCX format so you can fill and submit it to their advisor.
- Introducing new reports: Capital Gain, Tax Package, and the ability to download your MF Reports. Streamline your investment tracking.
- Discover the new & improved SIP summary & details in the app. 3.0.66 03/12/2025 New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Trade equities easily with Equi Trade.
- Access to MFD's social media handles for better connect with your MFD.
- Goal GPS Fact Finder Form in XLS, PDF, and DOCX format so you can fill and submit it to their advisor.
- Introducing new reports: Capital Gain, Tax Package, and the ability to download your MF Reports. Streamline your investment tracking.
- Discover the new & improved SIP summary & details in the app. 3.0.65 03/07/2025 New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Trade equities easily with Equi Trade.
- Access to MFD's social media handles for better connect with your MFD.
- Goal GPS Fact Finder Form in XLS, PDF, and DOCX format so you can fill and submit it to their advisor.
- Introducing new reports: Capital Gain, Tax Package, and the ability to download your MF Reports. Streamline your investment tracking.
- Discover the new & improved SIP summary & details in the app. 3.0.64 03/05/2025 New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Access to MFD's social media handles for better connection with your MFD.
- Goal GPS Fact Finder Form in XLS, PDF, and DOCX format so investors can fill it out and submit it to their advisor.
- Introducing new reports: Capital Gain, Tax Package, and the ability to download your MF Reports. Streamline your investment tracking.
- Discover the new & improved SIP summary & details in the app. 3.0.63 02/21/2025 New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Introducing new reports: Capital Gain, Tax Package, and the ability to download your MF Reports. Streamline your investment tracking.
- Discover the new & improved SIP summary & details in the app.
- Heldaway Report with CAS: Introducing the Heldaway Report, seamlessly integrated with the Consolidated Account Statement (CAS) feature. Manage and analyze your financial data more effectively—all in one place! 3.0.62 01/28/2025 New Features & Enhancements: Elevate Your Experience with Our Latest Update:

- Heldaway Report with CAS: Introducing the Heldaway Report, seamlessly integrated with the Consolidated Account Statement (CAS) feature. Manage and analyze your financial data more effectively—all in one place!
- Sleek new calculator design.
- In-depth SIP details report. 3.0.61 01/04/2025 New Features & Enhancements: Elevate Your Experience with Our Latest Update:

- Heldaway Report with CAS: Introducing the Heldaway Report, seamlessly integrated with the Consolidated Account Statement (CAS) feature. Manage and analyze your financial data more effectively—all in one place!
- Sleek new calculator design.
- In-depth SIP details report. 3.0.60 01/03/2025 New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Heldaway Report with CAS: Introducing the Heldaway Report, seamlessly integrated with the Consolidated Account Statement (CAS) feature. Manage and analyze your financial data more effectively—all in one place!
- Sleek new calculator design.
- In-depth SIP details report. 3.0.58 01/02/2025 New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Sleek new calculator design
- In-depth SIP details report
- BSE Transact Online implemented changes:
1. 2FA/Transaction Link
2. Verify Nominee in BSE registered client.
3. Client Mandate list and verification. 3.0.57 12/01/2024 New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Sleek new calculator design
- In-depth SIP details report
- BSE Transact Online implemented changes:
1. 2FA/Transaction Link
2. Verify Nominee in BSE registered client.
3. Client Mandate list and verification. 3.0.56 11/27/2024 New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Sleek new calculator design
- In-depth SIP details report
- BSE Transact Online implemented changes:
1. 2FA/Transaction Link
2. Verify Nominee in BSE registered client.
3. Client Mandate list and verification. 3.0.55 11/26/2024 New Features & Enhancements: Elevate Your Experience with Our Latest Update:

- Adding NFO in MFU.
- Adding UPI option in NSE purchase.
- BSE Transact Online Changes: Implemented changes in BSE:
1. 2FA/Transaction Link
2. Verify Nominee in BSE registered client.
3. Client Mandate list and verification. 3.0.54 10/23/2024