VistaWealth

Track your investment portfolio with VistaWealth, the dedicated app for managing mutual funds and equity shares in one secure place. Built by Vista Wealth Consultants, this platform gives you complete visibility into your financial holdings and performance at a glance.

Monitor your investments across multiple dimensions. View your family portfolio and applicant-wise holdings to stay updated on all accounts. Understand your net worth composition through detailed asset allocation breakdowns, and see exactly how your investments are distributed across different sectors. Track your scheme allocation to know your total exposure in each investment vehicle and its current market value.

Stay informed about your investment performance with real-time data. Check your latest 10 transactions, review how your schemes performed over the last day, and access the most current NAV for any fund. Identify your top-performing schemes based on returns, and drill down into scheme-wise and folio-wise balances with unit counts and current valuations.

Access practical financial tools built into the app, including calculators to support your investment decisions and planning. Whether you're reviewing sector allocation, analyzing scheme performance, or understanding your portfolio composition, VistaWealth puts essential investment insights at your fingertips.

Note: You'll need an Online Portfolio Viewer account from Vista Wealth Consultants to access your portfolio data. To set up your account, contact [email protected]. Download VistaWealth today and take control of your investment journey.