Invest, Earn and Elevate

Mobile App for ease of transactions and track investments.

Client Onboarding

  • Sign up in minutes, one-time KYC process within the app.
  • Verify your KYC/Video KYC available.
  • Buy and sell mutual funds, or start SIP with few taps
  • Start SIP or invest one time (Lumpsum).
  • View Fact sheet of all Schemes.

Mutual Fund Portfolio Tracker

  • Dashboard to track all your overall investments snapshot
  • Track your existing investments.
  • Track your annualized returns and total returns
  • Check details of holdings and mutual funds
  • Track your Family’s Investment.
  • Transaction details and order history.

Invest with a Purpose

  • Define Goals in line with your Life Plan
  • Track when the Goal will be met
  • Invest to cover Shortfall in all Goals

Access anywhere, anytime

Cloud-based Realtime web login to access and transact.

Safety & Data Protection.

Along with PIN and Pattern, we have provided Fingerprint mode of Biometric Authentication for Mobile App login. This eliminates the pains of remembering passwords and suffering the dreaded account lock after too many password attempts. All data movement is with 256-bit encryption. We take privacy seriously. Bank-level security protects your sensitive personal details and prevents unauthorized access & use of your information.

for Web & Mobile

Ease of Investing with ease of functionality. WealthEVATOR Mutual Fund platform is available on all major mobile operating systems and a dedicated web portal.