Your Portfolio,
Always Within Reach
Real-time access to your mutual fund holdings, SIP schedules, account statements, and investment history — available 24×7 from anywhere in the world.
Opens WealthElite in a new tab · 256-bit SSL encrypted
Everything You Need in One Place
Your WealthElite portal gives you complete visibility and control over your mutual fund investments.
Portfolio Dashboard
View your total invested value, current market value, gains/losses, and XIRR — all on a single screen.
SIP & Mandate Status
Track all your active and paused SIPs, upcoming debit dates, and mandate registration status in real time.
Account Statements
Download CAMS and KFintech consolidated account statements, capital gains reports, and tax statements instantly.
Transaction History
Complete record of every purchase, redemption, switch, and SIP installment — with NAV, units, and date.
Folio Management
View all your folios across AMCs linked to your PAN — consolidated in one unified view, updated daily.
Advisor Connect
Message your FinovestEdge advisor directly, flag queries, or request a portfolio review — all in-platform.
Statements, Reports & More — On Demand
No more waiting for emails or calling the office for your statements. Your WealthElite portal puts every document at your fingertips, whenever you need it.
- Live Portfolio across all folios
- Capital Gains Statement for ITR filing
- ELSS / Section 80C investment proof
- Portfolio valuation report (point-in-time or date range)
Not Yet a FinovestEdge Client?
Start your goal-based investment journey with us. Our onboarding is fully digital — paperless KYC, zero paperwork, and a dedicated advisor assigned to your portfolio from day one.
Need Help Accessing Your Account?
If you've forgotten your password or are logging in for the first time, we're here to assist.
Finovestedge Distribution Private Limited | AMFI-Registered Mutual Fund Distributor | ARN-342847 | Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. | The WealthElite portal is operated by RedVision Technologies. FinovestEdge only facilitates access; all portfolio data is sourced from RTAs (CAMS / KFintech) and AMC records. | For grievances: SEBI SCORES · SmartODR · AMFI