How does it work?
Smart reading technology and direct integration with mutual fund companies gives you a seamless tracking experience
Sign-up
Use email address registered for your mutual fund investments to sign-up on Wealthy’s tracker
Provide statement
Forward consolidated statement to designated email address or sign-up using Google to provide access to your statement
Track & monitor
Once you provide statement, it takes less than 30 seconds for tracker to show a consolidated view of your holdings
10x better experience
Automated data entry
No need to manually enter your transactions. Just sign-up and start tracking your portfolio in a matter of few minutes
Daily updates
Consolidated holding, return values and NAVs are updated on a daily basis
Automated sync
Bought more or sold some? No problem, just press sync button on your tracker dashboard and we will do the rest for you
Insightful information
Get information on allocation across asset classes. Get insights on your holding period and investing strategy
Customer love
I use multiple platforms to make investments. Some are direct as well. It’s useful to have an updated tracker of investments at one place. When can I track investments made by my family as well on Wealthy?
- Rahul
I use Moneycontrol for tracking my investments across different platforms. It’s a pain to enter everything manually. It’s amazing that I can sync my purchases and sell using a single click. And when can I track my stocks on Wealthy?
- SarathStart tracking now, for free
Please use email address registered against your mutual fund investments to sign-up
Sign up with Google