Ratnakar Wealth Management

Wealth management made simple — Ratnakar Wealth Management puts your complete financial portfolio in one powerful app. Track mutual funds, equity shares, bonds, fixed deposits, portfolio management schemes, and insurance policies all from a single dashboard.

Take control of your investments with comprehensive portfolio reports you can download instantly, covering every asset class you hold. View historical performance trends to understand how your investments have grown over time, and access detailed transaction statements for any period with just a tap. Login seamlessly using your Google email, and download account statements directly from any Asset Management Company in India with a single click.

Make smarter investment decisions using advanced capital gain reports that show exactly where your profits are coming from. Invest online in any mutual fund scheme or new fund offer, then track your orders in real-time until units are allotted — complete transparency at every step. Monitor your SIP and STP activities with dedicated reports that keep you informed of running and upcoming investments, so you never miss a contribution or transition.

Stay on top of insurance obligations with your complete insurance list, ensuring no premiums slip through the cracks. View folio details registered across each AMC to maintain clarity on your holdings.

Plus, access built-in calculators for retirement planning, SIP projections, SIP delay analysis, marriage expenses, and EMI calculations — all the tools you need to plan your financial future confidently. Ratnakar Wealth Management transforms portfolio management from overwhelming to effortless.