One place to track your mutual fund investments

8,000+ funds, 40+ companies

Realtime fund updates

Data driven insights

Get it free!

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?

Sarath