About
Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track historical performance, download statements, and invest online. Includes helpful financial calculators for retirement, SIPs, and EMIs.
What's New in AdiFinancial Wealth
5.3.0
August 11, 2026
- 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
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FAQ
What financial assets can I track with AdiFinancial Wealth?
AdiFinancial Wealth allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a complete overview of your financial holdings in one place.
Can I invest directly through AdiFinancial Wealth?
Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through AdiFinancial Wealth. The app tracks all your orders until unit allotment, ensuring transparency.
What kind of reports can I download from AdiFinancial Wealth?
You can download a complete portfolio report including all assets, transaction statements for any period, and a 1-click statement of account for any Asset Management Company in India. Advanced Capital Gain Reports are also available.
Does AdiFinancial Wealth offer tools to help with financial planning?
AdiFinancial Wealth includes several useful calculators and tools such as a Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator to aid in your financial planning.
How secure is AdiFinancial Wealth?
The app offers easy login via your Google email ID, suggesting a reliance on Google's security protocols for authentication. Specific security measures beyond this are not detailed in the provided information.
How often is AdiFinancial Wealth updated?
The latest version is 5.3.0, released on 2026-08-11. While the last update date is in the future, indicating potential for regular updates, the frequency is not explicitly stated.
What devices support AdiFinancial Wealth?
AdiFinancial Wealth is available for both iPhone and iPad, making it accessible to users within the Apple ecosystem.
Does AdiFinancial Wealth have ads?
No, AdiFinancial Wealth does not contain advertisements. The app is free to use and does not have in-app purchases, indicating a focus on user experience without commercial interruptions.
