# Chadha Investment

> Comprehensive financial portfolio management and investment tracking app. (iPhone/iPad app by Excel Net Solutions Private Limited.)

- Source: https://appshunter.io/ios/app/chadha-investment/id1369942309 (this page in markdown: same URL + `.md`)
- Developer: [Excel Net Solutions Private Limited](https://appshunter.io/developer/1108471137)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 98 MB
- Languages: English
- Released: 2018-04-10
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/chadha-investment/id1369942309/reviews.md

## What is Chadha Investment?

Chadha Investment 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 mutual fund investment
- Advanced capital gain reports
- SIP and STP management
- Insurance premium tracking
- Financial calculators


## Frequently asked questions about Chadha Investment

### What financial assets can I track with Chadha Investment?

Chadha Investment allows you to track Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. It provides a complete overview of all your assets in one place.

### Can I invest directly through Chadha Investment?

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

### What kind of reports can I generate with Chadha Investment?

You can download complete portfolio reports, transaction statements for any period, and statements of account for any Asset Management Company in India. It also offers advanced Capital Gain Reports.

### Does Chadha Investment offer any financial calculators?

Yes, Chadha Investment 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 financial data with Chadha Investment?

The app offers easy login via your Google email ID, suggesting a reliance on Google's security infrastructure for authentication. Specific security protocols for data storage are not detailed.

### How often is Chadha Investment updated?

The latest version of Chadha Investment is 5.5.9, which was last updated on May 13, 2026. This indicates a history of regular updates, though the provided date is in the future.

### What devices is Chadha Investment compatible with?

Chadha Investment is available for iPhone and iPad. It is designed for Apple's mobile operating systems.

### What is the user sentiment for Chadha Investment?

Chadha Investment has a perfect rating of 5.0 stars from 2 ratings, indicating very positive user sentiment based on the available feedback.

## Version history (last 5 releases)

### 5.5.9 — 2026-05-13

- 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

### 5.5.4 — 2026-03-30

- 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

### 5.4.9 — 2026-02-03

- 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

### 5.4.4 — 2025-10-27

- 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

### 5.2.7 — 2025-09-10

- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimised Client Search for Large IFA
- Updated Insurance Filter
- Fixed Other Issues and Crashes

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## More apps by Excel Net Solutions Private Limited

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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 2026-06-01.*