Support Center
Welcome
Login
Home
Solutions
Forums
How can we help you today?
Enter your search term here...
Search
Login
to submit a new ticket
Check ticket status
Knowledge base
FAQ's
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?
See all 9 articles
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?
See all 6 articles
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?
See all 8 articles
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?
See all 6 articles
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?
See all 19 articles
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?
See all 14 articles
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?
See all 8 articles
Help Desk Software
by Freshdesk