# Dhanashree Investments

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

- Source: https://appshunter.io/ios/app/dhanashree-investments/id1572448687 (this page in markdown: same URL + `.md`)
- Developer: [Dhanashree Investments](https://appshunter.io/developer/1572448689)
- Category: Finance
- Price: Free
- Rating: 4.50/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2021-06-16
- Data updated: 2026-08-16
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/dhanashree-investments/id1572448687/reviews.md

## What is Dhanashree Investments?

Dhanashree Investments 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 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
- Investment performance tracking
- Transaction statement access
- Mutual fund investment
- Financial calculators
- Insurance premium tracking


## Frequently asked questions about Dhanashree Investments

### What types of assets can I track with Dhanashree Investments?

Dhanashree Investments 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 download reports from Dhanashree Investments?

Yes, you can download complete portfolio reports that include all your assets. Additionally, you can get transaction statements for any period and a 1-click statement of account download for any Asset Management Company in India.

### Does Dhanashree Investments offer investment tools?

Yes, Dhanashree Investments 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 to aid in financial planning.

### How can I invest in mutual funds through Dhanashree Investments?

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

### What is the user rating for Dhanashree Investments?

Dhanashree Investments has a strong user rating of 4.5 stars based on 2 ratings. This indicates a generally positive user experience.

### Is Dhanashree Investments available on multiple devices?

Yes, Dhanashree Investments is supported on both iPhone and iPad, allowing users to manage their finances across different Apple devices.

### How often is Dhanashree Investments updated?

The app's latest version is 5.1.8, and it was last updated on March 10, 2026. This suggests a commitment to ongoing development and maintenance.

### Does Dhanashree Investments have ads?

No, Dhanashree Investments does not contain advertisements. The app is free to use and does not display any ads.

## Version history (last 5 releases)

### 5.2.3 — 2026-08-12

- 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

### 5.2.2 — 2026-06-04

- 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

### 5.1.8 — 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

### 5.1.3 — 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

### 5.0.8 — 2025-10-20

- 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

## Apps similar to Dhanashree Investments

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Split – Share with Ease](https://appshunter.io/ios/app/split-share-with-ease/id6502971930) | 5.0 (2) | Free | Finance |
| [LokOne](https://appshunter.io/ios/app/lokone/id6503608833) | — | Free | Finance |
| [PENTAGRAPH](https://appshunter.io/ios/app/pentagraph/id1292519303) | 4.3 (6) | Free | Finance |
| [Nidhi Wealth](https://appshunter.io/ios/app/nidhi-wealth/id6476556859) | — | Free | Finance |
| [Dhanalakshmi Securities](https://appshunter.io/ios/app/dhanalakshmi-securities/id6504858970) | — | Free | Finance |
| [Wise Turtle](https://appshunter.io/ios/app/wise-turtle/id1665134710) | 5.0 (2) | 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 2026-08-16.*