Wealth Monitor: MF & Stocks

Post downloading this APP, i was so excited to see that i can add all my family members in this app abd can review fund performances at one place since my cumulative monthly SIP INVESTMENT is more than 2 lacs and i was finding it a hassal on CAMS/ KFINKART etc. But gradually on 1st November 2024, when i could not my dad's pan investments on this app i contacted their backend team for support on Watsapp Chat. Today its 9th Dec and Team of Wealth Monitor could not provide me any resolution and i got just one reply that their data provider is not providing the data..!!! I mean what the heck to my sheer surprise that im todays fast world of technology this app is unable to get data from their data provider for over a month's time.... Isn't thid surprising guys... M reaallt surprised how can such small thing be a reason in todays world of not being able to provide satisfaction to the client. Guys, this platform doesn't look bad but team handllikg this app are either unprofessionals or new comers or may be bit careless people who really dont understand meaning of TAT and providing wuick resolutions. Seems like guys are dont have any escalation matrix or they are least bothered about their sustainance and growth. Not a recommended app to MONITOR your WEALTH.

I have been investing for years now. This was the first time someone gave me an objective review of my investments both in the app and on the call with their experts. The expert also helped me clearly identify what to do to improve my portfolio based on the current market. Would highly recommend using the app and talking to their experts.

The wealth monitor app has its pros and cons. Pros are that it genuinely tells you which of your MFs are not being the benchmark and that helps you to remove underperforming funds. Yes, they do want to book a call with an investment expert but that’s just one part of it. You don’t have to invest, I think a 20 min call to understand more about your portfolio isn’t bad. It’s not like they’re forcing you to invest with them. Some of the reviews I feel are frustrated people who just want everything for free.