# Bestmate Investment > Comprehensive wealth management and investment tracking application. (iPhone/iPad app by BESTMATE INVESTMENT SERVICES PRIVATE LIMITED.) - Source: https://appshunter.io/ios/app/bestmate-investment/id6443826995 (this page in markdown: same URL + `.md`) - Developer: [BESTMATE INVESTMENT SERVICES PRIVATE LIMITED](https://appshunter.io/developer/1649716178) - Category: Finance - Price: Free - Rating: 5.00/5 from 1 App Store ratings - Age rating: 4+ - Requires: iOS 16.0 · 86 MB - Languages: English - Released: 2022-10-21 - Data updated: 2026-08-16 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/bestmate-investment/id6443826995/reviews.md ## What is Bestmate Investment? Bestmate Investment 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 ## Key features - Complete portfolio reporting - Historical performance tracking - Online investment in mutual funds - Advanced capital gain reports - Financial calculators - Transaction statement generation ## Frequently asked questions about Bestmate Investment ### What types of assets can I track with Bestmate Investment? Bestmate Investment allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance policies. ### Can I download reports from Bestmate Investment? Yes, you can download complete portfolio reports, transaction statements for any period, and statements of account for any Asset Management Company in India. ### Does Bestmate Investment offer investment capabilities? Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through the app and track your orders until unit allotment. ### What financial calculators are available in Bestmate Investment? The app includes several useful calculators such as Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator. ### How secure is my login with Bestmate Investment? Login is made easy and secure via your Google email ID, providing a convenient and protected access to your financial information. ### What is the update frequency for Bestmate Investment? The app was last updated on January 29, 2026, indicating ongoing development and support for the application. ### Is Bestmate Investment available on multiple devices? Yes, Bestmate Investment is supported on both iPhone and iPad devices, allowing for flexible access across your Apple ecosystem. ### What is the user rating for Bestmate Investment? Bestmate Investment has a high rating of 5.0 stars based on 1 rating, suggesting a very positive user experience among its current users. ## Version history (last 5 releases) ### 2.3.9 — 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 ### 2.3.1 — 2026-01-29 - 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 ### 2.2.6 — 2025-12-11 General Update and Bug Fixes ### 2.2.5 — 2025-10-24 - 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 ### 2.1.8 — 2025-10-09 - Added Asset Composition Pie Chart - Fixed Calculators - Fixed Issues of NSE Invest - Fixed Other Crashes ## Apps similar to Bestmate Investment | App | Rating | Price | Category | | --- | --- | --- | --- | | [Creddinv One](https://appshunter.io/ios/app/creddinv-one/id6743076711) | — | Free | Finance | | [MEHTA PRIME WEALTH](https://appshunter.io/ios/app/mehta-prime-wealth/id1643696063) | — | Free | Finance | | [Manish Aggarwal](https://appshunter.io/ios/app/manish-aggarwal/id1546063944) | — | Free | Finance | | [JRK Mutual Funds](https://appshunter.io/ios/app/jrk-mutual-funds/id1575536951) | — | Free | Finance | | [Kailash Finmart](https://appshunter.io/ios/app/kailash-finmart/id6738126712) | — | Free | Finance | | [First Change Finserv](https://appshunter.io/ios/app/first-change-finserv/id6452017320) | — | Free | Finance | --- *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 2026-08-16.*