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PhonePe Wealth

by PhonePe · Bengaluru, Karnataka · Since 2015

Mutual funds and gold inside PhonePe.

Personal finance & investing appsMade in IndiaFreeMobile app
Visit website
Starting price
Free
Free trial / plan
Always free
Start without a card
Deployment
Cloud
Web, Android & iOS
App Advisor rating
4.3
transparency & India fit

What is PhonePe Wealth?

PhonePe Wealth is personal finance & investing apps from PhonePe, an Indian company headquartered in Bengaluru, Karnataka and has been building software since 2015. Mutual funds and gold inside PhonePe.

Personal finance apps cover budgeting and expense tracking, mutual-fund and stock investing, credit scores, loans and insurance. India's most-downloaded finance apps are broking and payments apps, so this category is as much about trust and regulation as about features.

It is completely free to use. Because it is built in India, GST, INR pricing and local support hours are native rather than bolted on.

What works well

  • +Completely free to use
  • +Built in India with GST-ready workflows and local support hours
  • +11 years in business — a mature, stable product
  • +Native mobile apps for work on the go

What to watch out for

  • Feature depth for your specific workflow should still be verified in a demo

Best suited for: Startup · Small business · SMB

AI analysis of PhonePe Wealth

Analysing PhonePe Wealth — pricing, features, reviews and alternatives…

Generated by App Advisor's native engine from this listing's verified data — not a paid placement.

PhonePe Wealth features

Category-standard capabilities plus what PhonePe Wealth adds. Verify depth in a demo.

  • SEBI-registered broking or MF distribution
  • Direct mutual funds with zero commission
  • Expense tracking from SMS and bank feeds
  • Credit score monitoring
  • SIP automation and goal planning
  • Tax-saving and capital-gains reports
  • Insurance comparison and claims
  • Two-factor security and device binding
  • Mobile apps for Android and iOS
  • Free plan to start without a card
  • INR pricing and India-based support

PhonePe Wealth pricing

Entry price

Free

No paid plan required

How PhonePe Wealth charges. PhonePe Wealth is free; some free products monetise through add-ons, payments or premium support, so check what stays free at scale.

Read from the vendor's official website. Prices change — confirm on phonepe.com.

Specifications

Category
Personal finance & investing apps
Vendor
PhonePe
Headquarters
Bengaluru, Karnataka
Founded
2015
Pricing model
Free
Starting price
Free
Deployment
Cloud
Platforms
Web, Android, iOS
Best for
Startup, Small business, SMB
Made in India
Yes

More software like PhonePe Wealth

Alternatives, the same vendor's other products and India-first picks.

Compare all PhonePe Wealth alternatives with pricing →

PhonePe Wealth — frequently asked questions

What is PhonePe Wealth?+

PhonePe Wealth is personal finance & investing apps by PhonePe, an Indian company from Bengaluru. Mutual funds and gold inside PhonePe.

How much does PhonePe Wealth cost?+

PhonePe Wealth is free to use.

Does PhonePe Wealth offer a free trial or free plan?+

Yes — PhonePe Wealth offers a free plan you can start with.

Is PhonePe Wealth made in India?+

Yes. PhonePe Wealth is built by PhonePe, headquartered in Bengaluru, Karnataka.

Who is PhonePe Wealth best suited for?+

PhonePe Wealth suits startup, small business, smb buyers looking for personal finance & investing apps.

What are the best alternatives to PhonePe Wealth?+

Popular alternatives in personal finance & investing apps include Angel One, Zerodha Kite, Upstox. Use App Advisor's compare tool to see them side by side.

How is PhonePe Wealth deployed?+

PhonePe Wealth is available as a cloud (SaaS) product, with web, Android and iOS apps.

About PhonePe

PhonePe logo

PhonePe · Bengaluru, Karnataka · Founded 2015 · 7 products in our catalogue · Indian company

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