# Care Wealth

> Comprehensive financial portfolio management and investment tracking app. (iPhone/iPad app by CARE WEALTH.)

- Source: https://appshunter.io/ios/app/care-wealth/id1217718418 (this page in markdown: same URL + `.md`)
- Developer: [CARE WEALTH](https://appshunter.io/developer/1217718417)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2017-04-07
- Data updated: 2026-08-18
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/care-wealth/id1217718418/reviews.md

## What is Care Wealth?

Care 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 investment in mutual funds
- Advanced capital gain reports
- SIP and insurance tracking
- Financial calculators


## Frequently asked questions about Care Wealth

### What financial assets can I track with Care Wealth?

Care 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 invest directly through Care Wealth?

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

### What kind of reports can I generate with Care Wealth?

Care Wealth offers complete portfolio report downloads, transaction statements for any period, and advanced capital gain reports. You can also get a 1-click Statement of Account download for any Asset Management Company in India.

### Does Care Wealth offer any financial calculators?

Yes, Care 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.

### How secure is my financial data with Care Wealth?

The app uses easy login via your Google email ID, suggesting a reliance on Google's security infrastructure for authentication. Specific details on data encryption and storage are not provided in the description.

### How often is Care Wealth updated?

The latest version is 3.0.6, last updated on 2025-11-15. This indicates a recent update, suggesting the app is actively maintained.

### What devices does Care Wealth support?

Care Wealth is available for iPhone and iPad, catering to Apple device users. It is designed for users aged 17 and above.

### Does Care Wealth have ads?

Based on the provided information, Care Wealth does not contain advertisements. It is a free application without any in-app purchases or ads.

## Version history (last 5 releases)

### 3.0.7 — 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

### 3.0.6 — 2025-11-15

- 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

### 2.1.0 — 2024-08-13

- Introduced Meetings Notes
- Improved contact screen for AMFI due diligence req.
- Improved NSE Onboarding Workflow
- Added KYC Check while Placing Order
- Added IIN Rejection Reason in Profiles
- Added Collapsable Option on Home & Portfolio
- Added Transaction Mode in New Investment
- Added Balance units on fund's detailed Screen
- Resolved Mandates Listing & Date Issue
- Resolved Date Related Issues
- Resolved Capital Gain Realised Report Issue

### 2.0.4 — 2024-05-31

- Improved My Journey So Far
- Improved Client Search
- Added AMFI Regd. MFD
- Improved Fund Picks
- Fixed Address Screen Issue
- Resolved Crashes
- General Update

### 2.0.3 — 2024-03-26

Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active Insurance Policies, Fixed Crashes

## Apps similar to Care Wealth

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Midas Wealth](https://appshunter.io/ios/app/midas-wealth/id1243518518) | — | Free | Finance |
| [Mentor Wealth](https://appshunter.io/ios/app/mentor-wealth/id1164875678) | 5.0 (1) | Free | Finance |
| [SJ Investment](https://appshunter.io/ios/app/sj-investment/id1269529593) | 5.0 (2) | Free | Finance |
| [ValuEthics](https://appshunter.io/ios/app/valuethics/id1120940689) | — | Free | Finance |
| [CKREDENCE WEALTH](https://appshunter.io/ios/app/ckredence-wealth/id1196670198) | — | Free | Finance |
| [Vista Wealth Care](https://appshunter.io/ios/app/vista-wealth-care/id1085532514) | 5.0 (3) | 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 2026-08-18.*