Screenshots
About LC Wealth
LC Wealth brings your complete financial portfolio into one streamlined app. Track mutual funds, equity shares, bonds, fixed deposits, portfolio management services, and insurance all in a single dashboard designed for Indian investors who want clarity and control over their wealth.
Monitor your portfolio's performance with detailed historical reports and download comprehensive statements covering all your assets. Access transaction records from any period, pull account statements directly from your asset management company, and review advanced capital gains reports—all with just a few taps. Log in effortlessly using your Google email for quick, secure access.
Investing becomes transparent and simple. Browse and invest in mutual fund schemes or new fund offerings directly through the app, then track your orders step-by-step until unit allotment. View your running and upcoming SIPs and STPs in one place, and keep tabs on insurance premiums so nothing slips your attention. See folio details registered with each asset management company without switching between platforms.
Plan ahead with built-in calculators tailored to your life milestones. Use the retirement calculator to estimate your future needs, the SIP calculator to determine monthly contributions, or specialized tools for SIP delays, step-up strategies, marriage planning, and EMI calculations. Each tool is designed to help you make informed financial decisions backed by real numbers.
LC Wealth puts your complete wealth picture at your fingertips—no complexity, no clutter, just the financial insights you need to grow and protect your assets.
Pros & Cons
Pros
- Consolidates mutual funds, stocks, bonds, and insurance in one dashboard
- Download detailed statements and capital gains reports directly from the app
- Built-in calculators for retirement planning, SIP, and life milestones
- Track mutual fund orders and SIP/STP progress step-by-step
Cons
- Requires Google account login, adding a sign-up step before accessing portfolio
- Depends on real-time internet connection to pull live data from asset companies
- Limited to Indian investors and asset management company integrations
- No mention of offline access to previously downloaded statements or reports
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