# Aadi Wealth MF

> Aadi Wealth MF (iPhone/iPad app by Aadi Wealth.)

- Source: https://appshunter.io/ios/app/aadi-wealth-mf/id1587153517 (this page in markdown: same URL + `.md`)
- Developer: [Aadi Wealth](https://appshunter.io/developer/1587153519)
- Category: Finance, Utilities
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2021-09-24
- Data updated: 2026-08-16
- User reviews in markdown: https://appshunter.io/ios/app/aadi-wealth-mf/id1587153517/reviews.md

## What is Aadi Wealth MF?

Aadi Wealth MF is one-stop shopping for all your Financial needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets:

- Mutual Funds
- Equity Shares
- Bonds
- Fixed Deposits
- PMS
- Insurance

Key Features:

- Complete Portfolio report download including all assets.
- View historical Performace of your Portfolio easily
- Easy login via your Google email id.
- Transaction statement of any period
- 1 Click Statement of Account Download for any Asset Management Company in India
- Advanced Capital Gain Reports
- Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency
- SIP Report to be informed of your Running and Upcoming SIPs, STPs.
- Insurance list to keep track of premiums to be paid.
- Folio details registered with each AMC.

Calculators and Tools available:

- Retirement Calculator
- SIP Calculator
- SIP Delay Calculator
- SIP Step up Calculator
- Marriage Calculator
- EMI Calculator


## Version history (last 5 releases)

### 4.2.3 — 2026-08-12

- 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

### 4.2.2 — 2025-11-14

- 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

### 4.1.5 — 2025-06-04

- Added NSE/BSE New Nominee Requirements
- Other fixes and updates

### 4.1.0 — 2025-05-12

- Improved capital gain realized 
- Time period filter added in My Journey So Far
- Factsheets now show multiple fund managers
- Transactions allowed/not allowed in Top Schemes based on ARN mapping
- Fixed issue of ARN no.
- Fixed issue of NSE Mandate Date
- Added security improvements
- Other fixes and updates

### 4.0.9 — 2025-02-12

- BSE Order history - Added action to fetch Real time order status
- New Investment NSE - Added option to Choose Folio bank
- Enhanced Security Measures
- Goal Planner - Edit / Delete Goals
- Capital Gain Unrealized - As per New Income tax rules
- Changed NSE Add Bank to Manage Banks and improved it's functionality
- Improved Transactions Screen
- Fixed BSE, MFU Order placing issues
- Fixed One-Day Change in Shares/Bonds.

## Apps similar to Aadi Wealth MF

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [RocketPlus](https://appshunter.io/ios/app/rocketplus/id1616142617) | 3.7 (3) | Free | Finance |
| [MUNDADA NIVESH MF](https://appshunter.io/ios/app/mundada-nivesh-mf/id6738164392) | — | Free | Finance |
| [QuantSmith](https://appshunter.io/ios/app/quantsmith/id1497492118) | — | Free | Finance |
| [EduFund - Mutual Funds & SIP](https://appshunter.io/ios/app/edufund-mutual-funds-and-sip/id1538432722) | 5.0 (1) | Free | Finance |
| [Navia All-in-1 Trade & Invest](https://appshunter.io/ios/app/navia-all-in-1-trade-and-invest/id6738676521) | 5.0 (1) | Free | Finance |
| [CompositEdge XTS](https://appshunter.io/ios/app/compositedge-xts/id1534000555) | — | Free | Finance |

---

*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 2026-08-16.*