Screenshots
About Enrichwise Premium Wealth
Track your investment portfolio with a wealth management app built for Indian investors. Enrichwise Premium Wealth gives you a complete picture of your mutual funds and equity shares in one place, updated in real time.
View your portfolio across multiple dimensions. Check your family portfolio or applicant-wise holdings to see exactly what each member owns. Understand your net worth composition through asset allocation details, and discover how your investments spread across sectors. See your total exposure in each scheme alongside current values, and review your last 10 transactions to stay on top of recent activity.
Monitor performance daily. Track one-day scheme changes to understand how your holdings moved yesterday. Access the latest NAV for any scheme you own, and identify your top performers based on returns. Browse your holdings scheme-wise or folio-wise to review balances, units, and current values at a glance.
Make smarter decisions with built-in tools. The app includes financial calculators to help you plan contributions, estimate returns, and evaluate investment scenarios without leaving the platform.
Enrichwise Premium Wealth requires an online portfolio viewer account with Enrichwise to access your holdings. Once set up, your portfolio data syncs instantly, giving you complete visibility into mutual funds, equity shares, and overall wealth composition. Start tracking your investments today.
Pros & Cons
Pros
- Real-time portfolio tracking across mutual funds and equity shares
- Multi-dimensional views including family and applicant-wise holdings
- Built-in financial calculators for planning and scenario analysis
- Detailed performance monitoring with NAV updates and sector breakdown
Cons
- Requires existing Enrichwise online portfolio viewer account to use
- Android-only app with no iOS or desktop alternative available
- Real-time data sync may encourage frequent checking and impulsive trading
- Account setup and data sync dependency could create onboarding friction
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