# CCAP WEALTH

> CCAP WEALTH (iPhone/iPad app by Coimbatore Capital Limited.)

- Source: https://appshunter.io/ios/app/ccap-wealth/id6739124126 (this page in markdown: same URL + `.md`)
- Developer: [Coimbatore Capital Limited](https://appshunter.io/developer/1483419075)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 98 MB
- Languages: English
- Released: 2024-12-16
- Data updated: 2026-06-01
- User reviews in markdown: https://appshunter.io/ios/app/ccap-wealth/id6739124126/reviews.md

## What is CCAP WEALTH?

CCAP 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
* 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


## Version history (last 5 releases)

### 1.4.6 — 2026-05-05

- 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

### 1.4.1 — 2026-03-10

- 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

### 1.3.6 — 2026-01-15

- 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

### 1.3.1 — 2025-10-31

- 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

### 1.2.4 — 2025-10-09

- Added Asset Composition Pie Chart
- Fixed Calculators
- Fixed Issues of NSE Invest
- Fixed Other Crashes

## Apps similar to CCAP WEALTH

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Morningstar for Advisors](https://appshunter.io/ios/app/morningstar-for-advisors/id1234147091) | 3.8 (12) | Free | Finance |
| [Vijay Bullion](https://appshunter.io/ios/app/vijay-bullion/id1315993867) | — | Free | Finance |
| [Value Research Advisor](https://appshunter.io/ios/app/value-research-advisor/id6751192384) | 5.0 (3) | Free | Finance |
| [Navnath Bullions](https://appshunter.io/ios/app/navnath-bullions/id769308573) | — | Free | Finance |
| [MyWealthBridge](https://appshunter.io/ios/app/mywealthbridge/id1560454193) | 4.0 (1) | Free | Finance |
| [JEWELLERS ASSOCIATION MADRAS](https://appshunter.io/ios/app/jewellers-association-madras/id1557233952) | — | Free | Finance |

## More apps by Coimbatore Capital Limited

- [CCAP TRADE](https://appshunter.io/ios/app/ccap-trade/id1483419076)
- [CCAP TRADING](https://appshunter.io/ios/app/ccap-trading/id1560988112)

All apps by Coimbatore Capital Limited: https://appshunter.io/developer/1483419075

## Related topics

[ccap wealth](https://appshunter.io/ios/topics/ccap-wealth) · [ccap](https://appshunter.io/ios/topics/ccap)

---

*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 2026-06-01.*