AF Wealth

AF Wealth Your Ultimate Investment Command Center

Staring at seven different apps for mutual funds equities and insurance I felt like a juggler with too many balls in the air. That constant anxiety about missing SIP dates or tax implications vanished when I discovered AF Wealth. This isn't just another finance app it's my personal CFO consolidating every rupee into one crystal clear dashboard. Whether you're managing crores or starting your first SIP this transforms chaotic investments into a symphony of control.

The moment I tapped Complete Portfolio Download years of fragmented statements merged into a single PDF. During last quarter's review meeting that comprehensive snapshot saved me two hours of frantic searching letting me focus on strategy rather than paperwork. Seeing Historical Performance Charts unfold visually was revelatory. When my smallcap fund dipped last monsoon the five year growth curve stopped me from panic selling revealing patterns I'd previously missed.

That 1 Click Statement feature became my tax season superhero. At midnight before filing deadlines I downloaded three years of ELSS statements across AMCs faster than ordering dinner. The relief was physical shoulders dropping as PDFs landed without visiting individual portals. For capital gains the Advanced Reports dissected my property sale profits with surgical precision. During accountant consultations having category wise breakdowns prevented costly classification errors.

Tuesday mornings begin with SIP Reports. Over espresso I scroll through upcoming debits the app's notifications syncing perfectly with my calendar. Last week it alerted me to a failed payment before the AMC did saving late fees. The Insurance Tracker transformed premium management. When traveling in December its reminder for my term policy payment chimed as I boarded eliminating that post vacation bill shock.

But the calculators truly shine. Using the Retirement Calculator while adjusting my equity allocation felt like time traveling. Inputting current SIPs and seeing projected corpus at 60 reshaped my risk appetite instantly. The SIP Step up Calculator became my raise planner. After promotion I modeled 15% annual increases watching future wealth compound satisfyingly like watching interest visuals bloom.

Does it launch faster than my banking app Absolutely. Yet during market crashes I wish performance charts refreshed quicker when tracking intraday swings. And while the Google login is seamless I'd kill for Face ID support during rushed checkups. Minor gripes though. For self directed investors drowning in folios this is the life raft you need especially during tax monsoons or portfolio rebalancing seasons.