WealthSecure - Plan & Invest app for iPhone and iPad

The secrets of successful investors… now at your fingertips.

Sound investment management decisions resulting out of superior financial planning & investment processes, have always ensured high probability of success. That is how client centric wealth managers and financial advisors helped successful investors create wealth and protect it. By staying ahead of markets and all unplanned surprises, they safeguarded the investors financial & emotional capital.

WealthSecure App now brings the tools and techniques of successful investing to you, irrespective of your investment amount. The app is powered by an award winning wealth management team that collectively has over 75 years of experience in helping investors stay ahead of markets. The app, unlike any other in the industry, offers the highest quality of financial planning, goal tracking, executing and monitoring investments.

Now you too can be your own trusted financial advisor and wealth manager.

Key Features

1. Quickly register as a client in a paperless manner within minutes
2. Start your investment management journey through mutual funds via one of the following
a. Quickvest – A Robo-Advisory solution that analyses data since 1979 in less than 10 seconds. It helps you find an appropriate mix of mutual funds suiting your time frame, risk appetite and expected returns
b. Goal based Financial Plan – A tailor made plan that maps all your lifetime aspirations, savings and financial constraints. The Goal Projection feature further helps you visualise your chances by adjusting your priorities. The Plan of Action finally recommends the right mix of investments having the highest probability of goal fulfillment
c. Comprehensive Financial Plan – You can review your current investments for their quality, proportion and suitability to your goal based plan. The app recommends a further Plan of Action that helps you migrate your current portfolio to an ideal one.
d. Model Portfolio Execution – A one click execution of a portfolio of high quality mutual funds that are auto rebalanced to suit your financial plan, changing market conditions and likely fund performance
e. Do it yourself – Ability to select and invest in mutual funds as per your discretion
f. Save Taxes – Invest into top ELSS schemes to save tax as per Income Tax laws

3. Funds and Stock Research: One page Scorecards that give you objective research for 2000+ mutual fund schemes and all the 6000+ listed companies that may be held by your mutual funds

4. Get access to a variety of financial products like PMS, AIFs, Structured Products, etc.

5. Use innovative tools to calculate:
a. Future value of your SIP (Systematic Investment Plan)
b. Future value of your existing investments or current expenses
c. Income tax payable on income earned
d. Efficiency of renting over buying a property and vice versa
e. Insurance needs and retirement corpus

6. Monitor your investments across all asset classes on a real time basis.