Cedrus Wealth

Cedrus Wealth

by Cedrus Consultants Private Limited

1 ratings
Free

Rating summary
1
0
0
0
0

Details

  • Released
  • Updated
  • December 29, 2018
  • May 11, 2026

Features

Cedrus Wealth screenshot #1 for iPhone
Cedrus Wealth screenshot #2 for iPhone
Cedrus Wealth screenshot #3 for iPhone
Cedrus Wealth screenshot #4 for iPhone
Cedrus Wealth screenshot #5 for iPhone
iphone
ipad
🖼️Get Icon
Icons↘︎

About

Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track investments, view historical performance, and generate detailed reports. Invest in mutual funds and manage SIPs with ease.

Complete portfolio reporting
Historical performance tracking
Online mutual fund investment
SIP and STP management
Insurance premium tracking
Financial calculators
Show original description

What's New in Cedrus Wealth

2.4.2

May 11, 2026

- 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

More

FAQ

What financial assets can I track with Cedrus Wealth?

Cedrus 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 holdings.

How does Cedrus Wealth handle investments in mutual funds?

You can invest online in any mutual fund scheme or New Fund Offer directly through Cedrus Wealth. The app tracks all your orders until the allotment of units, ensuring complete transparency in your investment process.

Does Cedrus Wealth offer tools for financial planning?

Yes, Cedrus Wealth includes several useful calculators and tools for financial planning. These include a Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator.

How secure is my financial data with Cedrus Wealth?

The app offers easy login via your Google email ID, suggesting a reliance on Google's security infrastructure. While specific security protocols are not detailed, using established login methods is a common practice for financial apps.

Can I download reports from Cedrus Wealth?

Absolutely. Cedrus Wealth allows you to download complete portfolio reports, including all assets, transaction statements for any period, and a 1-Click Statement of Account for any Asset Management Company in India. Advanced Capital Gain Reports are also available.

How often is Cedrus Wealth updated?

The latest version of Cedrus Wealth is 2.4.2, last updated on May 11, 2026. This indicates a recent update, suggesting ongoing development and maintenance for the application.

What devices are supported by Cedrus Wealth?

Cedrus Wealth is available for iPhone and iPad users. The app is designed to provide a seamless experience across these Apple mobile devices.

Does Cedrus Wealth have ads?

No, Cedrus Wealth does not contain advertisements. The app is free to use and does not display any promotional content, allowing for an uninterrupted user experience.