# DISHAFI

> Comprehensive wealth management app for tracking all financial assets and investments. (iPhone/iPad app by DISHA FINANCE AND INVESTMENTS PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/dishafi/id1572398196 (this page in markdown: same URL + `.md`)
- Developer: [DISHA FINANCE AND INVESTMENTS PRIVATE LIMITED](https://appshunter.io/developer/1572398198)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 3 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2021-06-15
- Data updated: 2026-08-18
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/dishafi/id1572398196/reviews.md

## What is DISHAFI?

DISHAFI 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 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 report download
- Historical performance tracking
- Transaction statement access
- Online mutual fund investments
- Advanced capital gain reports
- SIP and insurance tracking
- Financial calculators


## Frequently asked questions about DISHAFI

### What types of financial assets can I track with DISHAFI?

DISHAFI allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This ensures all your wealth is visible in one place.

### Can I download my complete financial portfolio report with DISHAFI?

Yes, DISHAFI provides a complete portfolio report download that includes all your listed assets. You can also access transaction statements for any period.

### Does DISHAFI offer tools for investment planning?

Yes, DISHAFI includes several calculators and tools to aid in financial planning, such as Retirement, SIP, SIP Delay, SIP Step up, Marriage, and EMI calculators.

### How does DISHAFI handle online investments?

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

### What is the update frequency for DISHAFI?

The latest version of DISHAFI is 3.0.8, last updated on May 22, 2026. This indicates a commitment to regular updates and feature enhancements.

### Is DISHAFI available on multiple devices?

DISHAFI is available for both iPhone and iPad users, offering a consistent experience across Apple's mobile and tablet platforms.

### What is the user sentiment for DISHAFI based on ratings?

DISHAFI has received an excellent rating of 5.0 stars from 3 ratings, suggesting a very positive user experience and satisfaction with its features.

### Does DISHAFI have ads?

No, DISHAFI does not contain advertisements. As a free application, it focuses on providing a clean and uninterrupted user experience for wealth management.

## Version history (last 5 releases)

### 3.0.9 — 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

### 3.0.8 — 2026-05-22

- 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

### 2.8.8 — 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

### 2.7.3 — 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

### 2.6.6 — 2025-10-01

- Added Asset Composition Pie Chart
- Fixed Calculators
- Fixed Issues of NSE Invest
- Fixed Other 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 2026-08-18.*