# AtulKumar Rathi

> AtulKumar Rathi (iPhone/iPad app by Excel Net Solutions Private Limited.)

- Source: https://appshunter.io/ios/app/atulkumar-rathi/id1200775517 (this page in markdown: same URL + `.md`)
- Developer: [Excel Net Solutions Private Limited](https://appshunter.io/developer/1108471137)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 87 MB
- Languages: American English
- Released: 2017-01-31
- Data updated: 2026-08-25
- User reviews in markdown: https://appshunter.io/ios/app/atulkumar-rathi/id1200775517/reviews.md

## What is AtulKumar Rathi?

Atulkumar Rathi is a app brought to you by Mr. Atulkumar Rathi 

This App is for Investors to track their Investment Portfolio and know about Atulkumar Rathi.

Products covered include Mutual Funds & Equity Shares.

Key Features:

1. Family Portfolio - Check updated Family Portfolio.
2. Applicant Portfolio - Check updated Applicant wise Portfolio.
3. Asset Allocation - Get the details of your Net Worth and its composition.
4. Sector Allocation - Get to know sector-wise allocation of your investment.
5. Scheme Allocation - Total exposure in different schemes and its current value.
6. Last Transaction - Check your last 10 Transactions which have done.
7. One Day Change - Check how your Schemes performed yesterday.
8. Latest NAV - Track the NAV for any schemes.
9. Scheme Performance - Check the Top Performing Scheme based on returns.
10. By Folio - Check your scheme-wise and folio wise balance units and current values.
11. Tools - Contains different financial calculators for your help.

PS: To access portfolio in this app you must have Online Portfolio Viewer Account provided by Atulkumar Rathi

To get an account with us please email us at atul_rathi71@yahoo.co.in


## Version history (last 5 releases)

### 5.0.8 — 2026-08-21

- 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

### 5.0.7 — 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

### 5.0.2 — 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

### 4.9.7 — 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

### 4.9.2 — 2025-10-28

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

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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 2026-08-25.*