# 3i Wealth

> 3i Wealth (iPhone/iPad app by 3I WEALTH LLP.)

- Source: https://appshunter.io/ios/app/3i-wealth/id1632410764 (this page in markdown: same URL + `.md`)
- Developer: [3I WEALTH LLP](https://appshunter.io/developer/1632410766)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 87 MB
- Languages: American English
- Released: 2022-07-12
- Data updated: 2026-08-13
- User reviews in markdown: https://appshunter.io/ios/app/3i-wealth/id1632410764/reviews.md

## What is 3i Wealth?

3i Wealth is a state of the art investment portfolio management app that empowers you to invest online
in top-performing mutual funds, track and manage your investment portfolio, map your investments
with your life’s goals.

With 3i Wealth, you get detailed views of your portfolio which will not only keep you abreast about its
latest status, but also help you in understanding and taking decisions on Asset allocation, Investments,
and Re-balancing of the portfolio.

Key Features of 3i Wealth:

- Easy Portfolio Manager - Get a summary view of your investments across asset classes.

- Drill down – You can deep dive in the reports to full details.

- Year-end Reports – Get all the reports required for accounting, auditing, and taxation
perspective. Transaction report, dividend and interest summary and capital gain report.

- Research - Invest in well researched Mutual Fund schemes.

- Paper-less Investments – We offer a paperless process of investment. Buy, Redeem, Switch
Mutual Funds online in a seamless manner across all Mutual Funds. It takes a few seconds to
register a SIP or Purchase an ELSS.

- Goal Tracker - Give purpose to your investments, you can map all your investments with the
goal like child education, marriage, or retirement.

- Financial Calculators - Host of useful financial calculators to help you plan your short term and
long-term financial goals.

- Digital Vault – access your important documents anytime from your Smartphone.


## Version history (last 5 releases)

### 5.9.6 — 2026-08-11

- Enhanced security with VAPT improvements & 2FA
- Added Fundsnet Mobile support
- Added Contact Us on Sign In & Share Folio Details
- Added Custom Period, SIP Delay & Step-Up Calculators
- Revamped Financial Calculators & improved Goal Reports
- Improved MF Central, Portfolio Reports & Navigation
- Improved Notifications, Multi-language, KYC & Risk Profile
- Improved CRM integration & Dashboard experience
- Performance improvements with bug & crash fixes

### 5.9.5 — 2026-05-22

- Added CRM module in Broker Dashboard
- Implemented digital accessibility (RPwD compliant)
- Enabled Step-Up SIP in order placement (NSE Invest)
- Integrated NSE NACH Bank API
- Introduced Dark Theme
- Enabled multi-language support
- Added font size customization
- Updated NAV Lookup & Factsheet (Mobile)
- Improved transactions pagination
- Fixed Portfolio as on Date
- General bug fixes & performance improvements

### 5.8.0 — 2026-03-17

- Mandatory Risk Profiling 
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator 
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Message
- Fixed Crashes & Other Issues

### 5.7.5 — 2026-01-29

- Introduced NSE Invest Cart
- Added NSE Invest-Track order functionality
- Added Client Search by Equity Code
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Conditions while login / signup
- Added Avg. Purchase NAV to be shown in portfolio detail screen
- Added Investment via short link
- Added BSE Cart Trusted Mode App
- Pay via Link option for BSE Trusted Mode
- Updated AMFI Links
- Fixed Crashes

### 5.7.0 — 2025-10-23

- AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-13.*