Support Center

General 9

• What is Wealthtrust?
• Why should I go for Wealthtrust?
• How can I download Wealthtrust?
• Is Wealthtrust available on Desktop?
• How safe is my data with Wealthtrust?

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Portfolio Tracker 4

• What is portfolio tracker?
• How to upload my portfolio through WealthTrust?
• What are the charges for Portfolio Tracker functionality?
• My portfolio does not get updated automatically, what to do?

Sign up 6

• How do I sign up on Wealthtrust?
• What functionalities will I be able to use after signup?
• How can I track my mutual fund portfolio on WealthTrust?
• Can I buy Mutual Funds through Wealthtrust after I complete signup?
• I am not KYC compliant, Can I signup on Wealthtrust?

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WealthTrust Investment Account 8

• How do I create an Investment Account?
• What documents are required for creating an investment account?
• Where can I invest after creating Investment account with Wealthtrust?
• How much time does it take for verification of Investment Account?
• I am unable to upload PAN or Selfie, what should I do?

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Direct Plan 4

• What are direct mutual fund plans?
• When I switched from Regular to Direct plans, I got lesser number of units. Why?
• Why Direct plans have higher NAV than Regular plans? Does this mean I am getting lower value on Direct plans?
• Do I have to pay any charges or tax when I switch from Regular fund to Direct Fund?

Power Savings 6

• How does Power Savings work?
• How safe is it?
• When do I get my money if I redeem?
• How is it better than others?
• Is it available for non-resident (NRI/NRE/NRO) investors?

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Pricing Plans 2

• What are the plans available on WealthTrust?
• How can I avail the free trial on Premium Plan?

Transactions 19

• What is a Switch transaction?
• What details are required for a Switch transaction?
• How will I know that the transaction is successful?
• Can I switch from a fund of one AMC to a fund of another AMC?
• How much time does it take to switch to direct plan?

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Investment Advisory 14

• What is Investment Advisory?
• Is advisory suitable for me?
• What are the charges?
• How does advisory work?
• Once I pay the fee, when & how the call will be scheduled?

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SIP and PayEezz mandate 8

• How can I automate my SIPs?
• What is ePayEezz facility ?
• How can I register for ePayEezz?
• Does ePayEezz have any transaction limits?
• In how many days is the ePayEezz facility registered?

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