Frequently Asked Questions – Wealth Wagon



Wealth Wagon is a digital wealth management platform to help you take control of your finances. We offer our customers a set of tools to manage and grow their wealth with the help of our strategic advisory empowered by deep data learning. And the best part is - you can do it on the go, using your mobile.

It helps you to manage your finances, like knowing how much is your current investment, when your next bill payment is due, your total liability for this month (like mortgages and bills), your insurance payment due date, how much money needed to retire, your goals’ progress which you have setup some time back, and many more. In nutshell Wealth Wagon gives you 360-degree view of your finances and enables you to improve your financial health score.

We are App-only platform. We are currently working on the Android App and planning to release the Beta mid of July 2021. Follow this link to subscribe to get notified of when Wealth Wagon App is available to download.

Currently we are working on Android Beta which would be released mid of July 2021. iOS beta release is planned formid of Aug 2021. You can follow this link to subscribe to get notified of when Wealth Wagon App is available to download for respective platform.

Since the inception, we have been spending a lot of time ensuring security and safety of your personal and financial data. Security is our number #1 priority and it has been considered in every aspect of design and development. Our platform is built using the cutting-edge technologies and storage. We are also very proud to have a banking expert on our team who has a track record of supporting traditional as well as new generation banking infrastructure and their security.

To ensure data security and privacy, we are not reading any transactional data on your mobile. Initially portfolio setup would be required which could be done using either of below options -

  • Manual setup - If you have a small portfolio then you can directly add the details on our mobile App.
  • Using utility - We have developed a portfolio setup utility which is as easy as entering the data into spreadsheet. 10-15 mins of time would be enough to setup whole portfolio and the best part is - you need to do it only once.

We are trying to accommodate most of the features mentioned on this website in Beta version. Our subsequent releases between Jul-Sep 2021 would mainly be focused on accommodating user’s feedback and enrichment of the existing features. In later part of 2021, we are planning to introduce predictive intelligence to help you better understand your investment habits and to make informed and risk proof decisions.

The best way is in-app purchases if decides to use Pro version of the App.

We are planning to release the updates every 2 weeks.

You can follow this link to subscribe to get notified of when updates are available. We are also starting a newsletter which would be full of goodness (of course financial knowledge and news) so make sure to get on a list by subscribing today!

You can send us a message on Twitter or can write to us on contact@rahulpande.com.