# DHANAVRUKSHA WEALTH

> Comprehensive wealth management app for tracking and investing in financial assets. (iPhone/iPad app by DHANA VRUKSHA FINANCIAL SERVICES PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/dhanavruksha-wealth/id6443845531 (this page in markdown: same URL + `.md`)
- Developer: [DHANA VRUKSHA FINANCIAL SERVICES PRIVATE LIMITED](https://appshunter.io/developer/1649929071)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: English
- Released: 2022-10-27
- Data updated: 2026-08-20
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/dhanavruksha-wealth/id6443845531/reviews.md

## What is DHANAVRUKSHA WEALTH?

DHANAVRUKSHA WEALTH is one-stop shopping for all your Wealth Management 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
- Capital gain reports
- SIP and STP tracking
- Insurance premium reminders
- Financial calculators

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/dhanavruksha-wealth/id6443845531/reviews.md

### 5/5 — I’m Stephen

*2024-09-03*

Really surprised to use this application and its user friendly but one thing u have improve on sending statements on mail should be password protected

## Frequently asked questions about DHANAVRUKSHA WEALTH

### What financial assets can I track with DHANAVRUKSHA WEALTH?

DHANAVRUKSHA 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 DHANAVRUKSHA WEALTH?

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

### What kind of reports can I download from DHANAVRUKSHA WEALTH?

You can 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.

### Does DHANAVRUKSHA WEALTH offer any financial calculators?

Yes, the app 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 secure is my financial data with DHANAVRUKSHA WEALTH?

The app uses easy login via your Google email ID, suggesting a reliance on Google's security infrastructure. Specific security protocols beyond this are not detailed, but it aims to provide a secure platform for managing your financial data.

### How often is DHANAVRUKSHA WEALTH updated?

The app was last updated on 2026-05-11, indicating recent development activity. While the exact update frequency isn't specified, the consistent updates suggest ongoing maintenance and feature additions.

### What devices are supported by DHANAVRUKSHA WEALTH?

DHANAVRUKSHA WEALTH is available on both iPhone and iPad, making it accessible to a wide range of Apple users. The app is designed to offer a seamless experience across these supported devices.

### What is the age rating for DHANAVRUKSHA WEALTH?

The app has an age rating of 4+, making it suitable for users of all ages. This indicates that the content and functionality are appropriate for a broad audience.

## Version history (last 5 releases)

### 1.9.3 — 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

### 1.9.2 — 2026-05-11

- 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

### 1.8.7 — 2026-03-17

- 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

### 1.8.2 — 2026-01-29

- 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

### 1.6.7 — 2025-10-24

- 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

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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 2026-08-20.*