# AdiFinancial Wealth

> Comprehensive financial portfolio management and investment tracking app. (iPhone/iPad app by Excel Net Solutions Private Limited.)

- Source: https://appshunter.io/ios/app/adifinancial-wealth/id6504611464 (this page in markdown: same URL + `.md`)
- Developer: [Excel Net Solutions Private Limited](https://appshunter.io/developer/1108471137)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 87 MB
- Languages: American English
- Released: 2024-06-24
- Data updated: 2026-08-19
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/adifinancial-wealth/id6504611464/reviews.md

## What is AdiFinancial Wealth?

AdiFinancial Wealth 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

## Key features

- Complete portfolio reporting
- Historical performance tracking
- Online mutual fund investment
- SIP and STP tracking
- Insurance premium reminders
- Financial calculators


## Frequently asked questions about AdiFinancial Wealth

### 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.

## Version history (last 5 releases)

### 5.3.0 — 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

### 5.2.9 — 2026-05-13

- 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

### 5.2.4 — 2026-03-30

- 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

### 5.1.9 — 2026-02-03

- 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

### 5.1.4 — 2025-10-27

- 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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## More apps by Excel Net Solutions Private Limited

- [Degree 212](https://appshunter.io/ios/app/degree-212/id1077737244)
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- [SM Mutual Fund](https://appshunter.io/ios/app/sm-mutual-fund/id1097088879)
- [Mudra Investment](https://appshunter.io/ios/app/mudra-investment/id1097727456)
- [Betamfwala](https://appshunter.io/ios/app/betamfwala/id1118056665)

All apps by Excel Net Solutions Private Limited: https://appshunter.io/developer/1108471137

## Related topics

[adifinancial wealth](https://appshunter.io/ios/topics/adifinancial-wealth)

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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 2026-08-19.*