Screenshots
About Imperial Wealth
Imperial Wealth is your comprehensive wealth management app designed to help you take control of your complete financial portfolio in one place. Whether you're tracking mutual funds, equity shares, bonds, fixed deposits, portfolio management services, or insurance policies, this app gives you complete visibility and control over all your assets.
Stay informed with instant access to your portfolio performance history, detailed transaction statements, and advanced capital gains reports. Download complete portfolio reports anytime, and access 1-click statement downloads for any asset management company in India. Track your mutual fund investments from order placement through unit allotment with full transparency, and monitor all your running and upcoming SIPs and STPs effortlessly. Your insurance premiums are organized and easy to track, ensuring you never miss a payment.
Investing has never been simpler—invest directly in mutual fund schemes and new fund offers straight from the app, with real-time order tracking. View your folio details registered with each AMC without switching between platforms.
Plan your financial future with built-in calculators tailored to your needs: retirement planning, SIP projection, SIP delay analysis, SIP step-up scenarios, marriage expenses, and EMI calculations. Login is seamless with your Google email, making access quick and secure.
Imperial Wealth transforms portfolio management from a tedious chore into an intuitive, transparent experience. Whether you're a seasoned investor or building your wealth foundation, Imperial Wealth puts your complete financial picture at your fingertips.
Pros & Cons
Pros
- Consolidates mutual funds, stocks, bonds, and insurance in one dashboard
- Tracks SIPs and STPs with real-time order updates from placement to allotment
- Built-in financial calculators for retirement, SIP projections, and EMI planning
- One-click statement downloads and portfolio reports across multiple AMCs
Cons
- Requires login and account creation before exploring any features
- Real-time portfolio tracking may encourage frequent checking and impulsive trading decisions
- Limited to Indian asset types and AMCs; not suitable for international investors
- Relies on internet connectivity for portfolio data and investment transactions
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