wealthPhi app for iPhone and iPad
4.8 (
6128 ratings )
Finance
Developer: Bombay Fintech Private Limited
Free
Current version: 1.0, last update: 6 months agoFirst release : 10 Aug 2023
App size: 33.74 Mb
WealthPhi is a wealth management tool for all your needs in a single app. You can see your investments, profit/loss statements and transactions with your respective financial advisor in a single place. It monitors your investment goals and generates insights that helps you to make informed decisions. Your advisor will be kept informed at the same time so he can make timely recommendations. Avoid any manual record-keeping or reminders as this is all encompassing.