Wealth IQ Family assets

Features Wealth IQ Family assets

Experience better financial organization with WealthIQ, the all-in-one account that helps you optimize your personal finance management.
Our ""One Family - One Account"" approach simplifies wealth management, with a focus on mutual funds.
Enjoy an amazing user interface with immersive and interactive features, including multiple themes to enhance your experience.
From client self onboarding to being ready to invest in just 10 minutes, WealthIQ streamlines the investment process.Monitor and track your financial goals with our interactive goal planning module.
Keep a close eye on the progress of your goals and make informed decisions to maximize your mutual fund investments.
The profile page consolidates all profiling-related information, allowing easy access to personal data for you and your family members, online investment account onboarding, and mandate-related details.
WealthIQ provides a singular place to manage all these aspects, ensuring convenience and efficiency.Security is a top priority at WealthIQ.
We have implemented robust measures to protect your personal data.
Safeguard your account with a PIN for additional security, or enjoy the convenience of biometric security measures like fingerprint unlock and face detection unlock.
With WealthIQ, you can have peace of mind knowing that your information is safe and secure.Unlock the full potential of mutual funds with WealthIQ.
Seamlessly manage your mutual fund portfolio, view transactions, and track your SIPs.
Explore various baskets, compare different mutual funds, and access factsheets to make well-informed investment decisions.
We simplify the online investment account creation process, allowing you to get started in just 5 minutes.
Complete transactions within the app, eliminating the need to authenticate via email.
Activate mandate authentication within 2 minutes for a seamless investing experience.WealthIQ offers comprehensive portfolio management, covering 20+ asset classes, including mutual funds, stocks, insurance, fixed income, commodities, real estate, NPS, small savings schemes, loans, and more.
Gain detailed information about each asset in an enhanced manner.
The process of adding, editing, and deleting assets has been improved, providing a user-friendly experience.
Take full control of your portfolio and optimize your wealth management with WealthIQ.