價格：免費
更新日期：2018-09-17
檔案大小：11M
目前版本：1.0.2
版本需求：Android 4.0 以上版本
官方網站：http://www.wealthladderdirect.com
Email：info@wealthladderdirect.com
India 's 1st direct mutual fund platform/App with WEALTH MANAGEMENT & ROBO ADVISORY
What all you get in mobile app
Wealth Ladder is India's 1st and most trusted platform for investments in direct mutual funds and earn extra upto 0.75% return every year and over a 15 year period this will be a very large amount.
We manage Mutual Fund investments, Wealth Management of 10k+ clients spread across the top metros of Chennai,Hyderabad and Bangalore largely. We provide Goal based investments, personalized Asset Allocation and Portfolio re-balancing.
We also provide customized financial planning that covers all asset classes like Debt, Equity, Mutual Funds, Insurance and Real-Estate.
You can track all mutual funds automatically using our Mutual Fund Portfolio Tracker.
Using our app you can invest in mutual funds and start SIPs in less than 5 minutes
Frequently asked Questions
1. Can I invest in Direct Mutual Funds using the app ?
Yes. You can invest in Direct Mutual Funds. For investment upto 25k we don’t charge. After that there is a nominal charge.
2. Can I track my existing mutual funds on the app?
Yes, we provide an advanced mutual fund tracker using this you can import and track all mutual funds across different brokers in a single click! Mutual Fund Sahi Hai
3. Can I start a new SIP?
Yes, you can start SIPs in any of the 1600+ mutual fund schemes on the platform in less than two minutes. Pause the SIPs any time.
4. What is the tax on mutual fund investment?
You can invest in tax saving mutual funds (ELSS) to save tax under Section 80c. Upto 33k can be saved as income tax.
Mutual funds attracts short term tax of 20% if sold within a year, and long term tax of 10% after 1 year. In Mutual funds you get higher returns and low tax.
5. I have invested in mutual funds through other apps like FundsIndia , Fisdom, Scripbox, assetplus, Groww, Karvy, Paytm Money. Can I track them here?
Yes, you can track all mutual fund investments and SIPs made on other online mutual fund platforms.
6. Can I invest in Liquid Mutual Funds through Wealth Ladder Direct ?
Yes, you can invest in the best performing Direct Liquid Mutual Funds if you need the money in 3-6 months. We also provide Ultra Short Term, Debt funds etc..
7. What is risk Profile ?
Our advisory is based on the risk profile of the customer. Download the app, answer all questions in the risk profiling section, the robo-advisory has the capabilities to select the best funds based on your risk profile. For e.g. if you are young with a stable income with long time horizon, we advise Midcap & Large Cap equity funds.
8. Do you Provide Financial Planning
We provide a paid Financial Planning service a very detailed plan with your goals. The Team led by a SEBI Registered Investment Advisor provide expert investment advice for many clients & generating higher alpha.
9. What mutual funds can I invest with WealthLadder direct?
We support all the Mutual Fund houses on the platform. We provide Direct Schemes from all the top AMCs like..
SBI Mutual Fund
Reliance Mutual Fund
Franklin Mutual Fund
HDFC Mutual Fund
DSP Mutual Fund
Axis Mutual Fund
ICICI Mutual Fund
Kotak Mutual Fund
L&T Mutual Fund
Mirae Mutual Fund
Tata Mutual Fund
UTI Mutual Fund
Invesco Mutual Fund
10. How is Payment done?
We support all the leading banks. The money is directly transferred from the bank account to the Fund House account. Payment can be done only through Net Banking for One time investments or NACH / ECS Bank Mandate for SIPs in Mutual Funds. With NACH Mandate, the money can be automatically debited on the day of SIP which you select while setting up the SIP.
We support the following banks.
SBI Bank
Axis Bank
Allahabad Bank
Andhra Bank
Bank of Baroda, Maharastra
Central Bank of India
Canara Bank
IDBI Bank
IndusInd Bank
Indian & Indian Overseas Bank
Indian Overseas Bank
Kotak Bank
South Indian Bank
Vijaya Bank
We are the leading platform for investment in Direct Mutual Funds.
