# Betamfwala

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

- Source: https://appshunter.io/ios/app/betamfwala/id1118056665 (this page in markdown: same URL + `.md`)
- Developer: [Excel Net Solutions Private Limited](https://appshunter.io/developer/1108471137)
- Category: Finance
- Price: Free
- Rating: 4.50/5 from 2 App Store ratings · 4 written reviews indexed
- Age rating: 4+
- Requires: iOS 16.0 · 87 MB
- Languages: American English
- Released: 2016-05-28
- Data updated: 2026-08-25
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/betamfwala/id1118056665/reviews.md

## What is Betamfwala?

Beta mfwala 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 download
- Online mutual fund investment
- SIP and STP tracking
- Financial calculators

## Recent user reviews (4 of 4)

All indexed reviews: https://appshunter.io/ios/app/betamfwala/id1118056665/reviews.md

### 1/5 — App not working

*2025-11-07, version 2.7.4*

App is giving error of not connected to network

### 5/5 — Great App

*2022-08-18, version 2.1.1*

Great user friendly App

### 4/5 — 👍

*2021-08-19, version 2.0.4*

Best app..all details showing easily..

### 1/5 — Wonder why it asks for login

*2017-04-26, version 1.41*

Just for tracking my portfolio it asks me to register. And the ui is poor.

## Frequently asked questions about Betamfwala

### What types of assets can I track with Betamfwala?

Betamfwala allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This ensures all your investments are consolidated in one place.

### Can I invest directly through Betamfwala?

Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through Betamfwala. The app tracks all your orders until the allotment of units for complete transparency.

### What financial calculators are available in Betamfwala?

Betamfwala offers a suite of useful calculators including Retirement, SIP, SIP Delay, SIP Step up, Marriage, and EMI calculators to help with your financial planning.

### How does Betamfwala handle portfolio reporting?

The app provides complete portfolio reports that can be downloaded, including all asset types. You can also easily view historical performance and transaction statements for any period.

### Is Betamfwala available on multiple devices?

Yes, Betamfwala is available for both iPhone and iPad, allowing you to manage your finances across your Apple devices.

### How often is Betamfwala updated?

Betamfwala was last updated on October 28, 2025, with version 2.7.4. This indicates regular updates to improve functionality and add new features.

### Does Betamfwala have ads?

No, Betamfwala does not contain advertisements. It is a free application designed to provide an uninterrupted user experience for managing your finances.

### What is the age rating for Betamfwala?

Betamfwala has an age rating of 4+, making it suitable for users of all ages. This indicates that the content is appropriate for a broad audience.

## Version history (last 5 releases)

### 3.0.1 — 2026-08-18

- 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

### 2.9.3 — 2026-05-29

- 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

### 2.7.4 — 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

### 2.6.4 — 2025-10-26

BSE Order history - Added action to fetch Real time order status, New Investment NSE - Added option to Choose Folio bank, Enhanced Security Measures, Goal Planner - Edit / Delete Goals, Capital Gain Unrealized - As per New Income tax rules, Changed NSE Add Bank to Manage Banks and improved it`s functionality, Improved Transactions Screen, Fixed BSE,MFU Order placing issues, Fixed One-Day Change in Shares/Bonds.

### 2.6.3 — 2025-10-01

- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Menu for Large IFA
- Updated Insurance Filter
- Fixed other crashes and bugs

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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.*