Mehta Prime Wealth

Mehta Prime Wealth has been meticulously crafted to meet all your financial needs under one user-friendly platform. Our cutting-edge application empowers you to efficiently oversee your complete financial portfolio, covering a spectrum of assets, including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance.

Key Features:

Comprehensive Asset Management: Gain control over your financial assets with an in-depth report that consolidates all your investments in one place. Stay informed about your financial health.

Effortless Login: With a hassle-free login using your Google email ID, managing your finances has never been more convenient and secure.

Transaction History: Access transaction statements for any desired period, enabling you to monitor your financial activities and track your investment journey.

Advanced Capital Gain Reports: Make informed financial decisions with comprehensive capital gain reports that help you optimize your tax strategy.

One-Click Account Statements: Streamline your financial record-keeping by downloading account statements from any Asset Management Company in India with a single click.

Online Mutual Fund Investments: Invest seamlessly in any mutual fund scheme or new fund offer, and keep track of your orders until the allotment of units to ensure complete transparency.

SIP Management: Stay in the know with SIP reports that provide insights into your ongoing and upcoming Systematic Investment Plans (SIPs) and Systematic Transfer Plans (STPs).

Insurance Premium Tracker: Keep your insurance premiums in check by conveniently tracking and managing payments.

Folio Details: Access detailed folio information registered with each Asset Management Company, simplifying the management of your mutual fund investments.

Financial Calculators: Mehta Prime Wealth offers a suite of calculators and tools to assist in financial planning, including retirement, SIP, SIP delay, SIP step-up, marriage, and EMI calculators.

Mehta Prime Wealth is your one-stop solution for all your financial management needs. Download the app now and take charge of your financial future with confidence.``