# Accumen Wealth

> Accumen Wealth (iPhone/iPad app by ACCUMEN WEALTH ADVISORS PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/accumen-wealth/id1533064359 (this page in markdown: same URL + `.md`)
- Developer: [ACCUMEN WEALTH ADVISORS PRIVATE LIMITED](https://appshunter.io/developer/1533064361)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 15.0 · 81 MB
- Languages: American English
- Released: 2020-09-25
- Data updated: 2025-01-09
- User reviews in markdown: https://appshunter.io/ios/app/accumen-wealth/id1533064359/reviews.md

## What is Accumen Wealth?

Accumen Wealth is one-stop shopping for all your Wealth Management 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)

### 3.0.8 — 2024-08-13

- Introduced Meetings Notes
- Improved contact screen for AMFI due diligence req.
- Improved NSE Onboarding Workflow
- Added KYC Check while Placing Order
- Added IIN Rejection Reason in Profiles
- Added Collapsable Option on Home & Portfolio
- Added Transaction Mode in New Investment
- Added Balance units on fund's detailed Screen
- Resolved Mandates Listing & Date Issue
- Resolved Date Related Issues
- Resolved Capital Gain Realised Report Issue

### 3.0.4 — 2024-05-30

- Improved My Journey So Far
- Improved Client Search
- Added AMFI Regd. MFD
- Improved Fund Picks
- Fixed Address Screen Issue
- Resolved Crashes
- General Update

### 3.0.3 — 2024-03-24

Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active Insurance Policies, Fixed Crashes

### 3.0.1 — 2024-02-19

Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active Insurance Policies, Fixed Crashes

### 2.4.2 — 2024-01-04

Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active Insurance Policies, Fixed 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 2025-01-09.*