Wealthcube Endeavours

Wealthcube Endeavours is a wealth management app that puts your complete financial portfolio in one place. Track mutual funds, equity shares, bonds, fixed deposits, portfolio management services, and insurance policies all from your phone.

Manage your investments with detailed portfolio reports and historical performance data. Download complete statements covering any period, pull transaction records from any asset management company in India with a single click, and access advanced capital gains reports to understand your tax position. View folio details registered with each AMC and monitor your holdings across all asset classes.

Invest directly through the app in mutual fund schemes and new fund offers. Watch your orders progress in real time from placement through unit allotment, giving you full transparency on every transaction. Keep tabs on your SIPs and STPs with dedicated reports showing which are active, upcoming, or completed.

Stay on top of insurance commitments with a centralized list of all your policies and premium due dates, so nothing slips through the cracks.

Built-in calculators help you plan ahead: estimate your retirement needs, project SIP growth, calculate marriage expenses, plan step-up investments, and figure out EMI obligations. These tools make it easy to set realistic financial goals and adjust your strategy as life changes.

Logging in is simple with your Google email credentials, so you can get started immediately. Whether you're reviewing year-end performance, preparing for tax season, or simply checking your latest portfolio value, Wealthcube Endeavours keeps all your wealth management tools and data accessible whenever you need them.