Managewise

Features Managewise

Managewise empowers you to achieve better organization in personal finance through its all-in-one account feature.
Say goodbye to scattered information and embrace the simplicity of "One Family - One Account." Experience a truly amazing user interface with immersive and interactive features, making financial management a breeze.
Customize your app with multiple themes, providing a rich and personalized feel.Get started in just 10 minutes with client self-onboarding and unlock the potential of your investments.
Keep track of your financial goals progress through the interactive goal planning module.
With the profile page, access all profiling-related information in one place, including personal data, online investment account onboarding, and mandate details.
Experience the convenience of having everything at your fingertips.Your security is our top priority.
Managewise ensures great security measures throughout the app to protect your personal data.
Set an additional PIN for enhanced security or enjoy the convenience of biometric features like fingerprint unlock and face detection unlock.
Seamlessly manage your mutual fund portfolio, view transactions, and SIPs.
Explore various baskets, compare different mutual funds, and access factsheets for comprehensive insights.
Simplify your investment journey with online account creation taking just 5 minutes.
Complete transactions within the app without the need for external authentication.
Activate mandate authentication within 2 minutes for added convenience.Managewise goes beyond mutual funds and offers you a diverse range of asset classes for portfolio management.
From mutual funds, stocks, insurance, fixed income, commodities, real estate, NPS, small savings schemes to loans, you have access to 20+ asset classes.
Detailed information for each asset is presented in an enhanced manner, ensuring you have the insights you need.
Enjoy an improved experience when it comes to adding, editing, and deleting assets, making portfolio management effortless and efficient.
Take charge of your finances with Managewise and unlock the full potential of your investments.