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
Start tracking now, for free
Please use email address registered against your mutual fund investments to sign-up
Sign up with Google