TULSI WEALTH
TABLEOF
WHATIS TULSIWEALTHAPP?
Tulsi Wealth App is a smart, secure, and all-in-one mobile platform created by Tulsi Finserve Pvt. Ltd., a SEBI-registered financial advisory firm with over 30 years of market trust and expertise. Built for today’s investor, the app simplifies mutual fund investing, wealth tracking, and financial planning—directly from your mobile device. It brings together essential tools and advanced insights to empower both new and experienced investors with:
Real-Time Portfolio Tracking
Goal-Based Investment Management
Mutual Fund Discovery & Recommendations
Transaction & Folio History
Graphical Asset Allocation
Advanced Financial Calculators.
Secure Login Options
This app is your digital financial assistant, enabling full control over your wealth anytime, anywhere.
TULSIWEALTH MOBILEAPPOVERVIEW
Login Interface
Secure login using mobile OTP or username-password. Forgot password & registration links provided for ease of access.
DASHBOARDMENU
Dashboard Menu
Clean navigation with access to notifications, support, rate us, app version, and more.
PORTFOLIOSUMMARY
Portfolio Summary
Detailed family-wise mutual fund data including total value, XIRR, and absolute returns.
GOALTRACKER
Goal Tracker
Set and track major financial goals like vacation, education, retirement with target vs achieved breakdown.
TOPMUTUALFUNDS
Top Mutual Funds
Explore curated mutual funds across Small Cap, ELSS, SIPs with latest NAVs & past performance. Buy instantly.
Transaction History
View detailed folio-wise transaction records including NAV, units, profit/loss and redemptions.
CATEGORYALLOCATION& HOLDINGS
Category
Allocation & Holdings
Visual charts for equity, debt, hybrid holdings, and top invested companies (e.g., Reliance, T-Bills).
FUNDPERFORMANCE–NAV TREND
Fund Performance –
NAV Trend
5-year performance trends with XIRR, fund type and historical growth overview.
Asset Allocation Insights
Advanced data on fixedincome assets, debt instruments, repo rates and more.
FINANCIALCALCULATORS
Financial Calculators
Smart calculators for SIP, Lumpsum, EMI, STP, Tax & Retirement Planning simulate returns instantly.
WHYCHOOSE TULSIWEALTHAPP?
Tulsi Finserve Pvt. Ltd. is a SEBI and AMFI-registered financial advisory firm with over 30 years of excellence. We specialize in wealth management, mutual funds, insurance, broking, and holistic investment planning. In association with Motilal Oswal, we have consistently delivered expert guidance to thousands of investors with ethics, reliability, and transparency. Visit - www.tulsiwealth.com
