# Akta Wealth

> Comprehensive personal finance portfolio tracker and investment platform. (iPhone/iPad app by Excel Net Solutions Private Limited.)

- Source: https://appshunter.io/ios/app/akta-wealth/id1128440923 (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 2 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 85 MB
- Languages: English
- Released: 2016-06-30
- Data updated: 2026-08-15
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/akta-wealth/id1128440923/reviews.md

## What is Akta Wealth?

AKTA WEALTH is one-stop shopping for all your Investment 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 Performance of your Portfolio easily
- 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
- Transaction statement access
- Online mutual fund investment
- Capital gain reports
- SIP and insurance tracking
- Financial calculators


## Frequently asked questions about Akta Wealth

### What types of assets can I track with Akta Wealth?

Akta Wealth allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a consolidated view of your entire financial portfolio.

### Can I download reports from Akta Wealth?

Yes, Akta Wealth offers complete portfolio report downloads that include all your assets. You can also download transaction statements for any period and statements of account for any Asset Management Company in India with just one click.

### Does Akta Wealth support online investing?

Yes, you can invest online in any mutual fund scheme or New Fund Offer through Akta Wealth. The app tracks all orders until unit allotment, ensuring complete transparency in your investment process.

### What financial calculators are available in Akta Wealth?

Akta Wealth includes several useful calculators for financial planning, such as a Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator.

### How does Akta Wealth handle security for my financial data?

While the description does not detail specific security measures, as a finance app, it is expected to employ industry-standard security protocols to protect user data. Users should always practice good digital hygiene.

### What devices is Akta Wealth available on?

Akta Wealth is available on iPhone and iPad devices. The app is designed to provide a seamless experience across these Apple platforms.

### How often is Akta Wealth updated?

The app was last updated on May 13, 2026, indicating recent development activity. Frequent updates suggest ongoing improvements and bug fixes to enhance user experience and security.

### What is the user sentiment for Akta Wealth based on ratings?

Akta Wealth has received an excellent rating of 5.0 stars from 2 ratings. This indicates a very positive reception from its current user base, suggesting high satisfaction with its features and performance.

## Version history (last 5 releases)

### 2.7.6 — 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

### 2.7.5 — 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

### 2.7.0 — 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

### 2.6.5 — 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

### 2.6.0 — 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

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

## Related topics

[akta wealth](https://appshunter.io/ios/topics/akta-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 2026-08-15.*