# Enrich Wealth

> Comprehensive personal finance portfolio tracker and investment platform. (iPhone/iPad app by ENRICH WEALTH PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/enrich-wealth/id6747123228 (this page in markdown: same URL + `.md`)
- Developer: [ENRICH WEALTH PRIVATE LIMITED](https://appshunter.io/developer/1819933345)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 87 MB
- Languages: American English
- Released: 2025-06-12
- Data updated: 2026-08-19
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/enrich-wealth/id6747123228/reviews.md

## What is Enrich Wealth?

Enrich Wealth 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
* 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
- Transaction statement generation
- Online mutual fund investment
- SIP and STP management
- Insurance premium tracking
- Financial calculators


## Frequently asked questions about Enrich Wealth

### What types of financial assets can I track with Enrich Wealth?

Enrich Wealth allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a holistic view of your complete financial portfolio.

### Can I download reports from Enrich Wealth?

Yes, Enrich Wealth offers complete portfolio report downloads that include all your assets. You can also generate advanced capital gain reports and transaction statements for any period.

### Does Enrich Wealth support online investing?

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

### What financial calculators are available in Enrich Wealth?

Enrich Wealth includes several useful calculators such as Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator to aid in financial planning.

### How frequently is Enrich Wealth updated?

The latest version of Enrich Wealth is 1.2.3, and it was last updated on June 5, 2026. This indicates a recent update, suggesting ongoing development and support.

### What devices is Enrich Wealth available on?

Enrich Wealth is supported on both iPhone and iPad devices. This allows users to manage their finances across different Apple mobile platforms.

### What is the age rating for Enrich Wealth?

Enrich Wealth has an age rating of 4+, making it suitable for a wide range of users. This indicates that the content is generally appropriate for most audiences.

### Does Enrich Wealth have ads?

No, Enrich Wealth does not contain advertisements. This provides an uninterrupted user experience focused solely on managing your financial portfolio.

## Version history (last 5 releases)

### 1.2.4 — 2026-08-11

- 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

### 1.2.3 — 2026-06-05

- 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

### 1.1.9 — 2026-03-13

- 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

### 1.1.3 — 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

### 1.0.8 — 2025-10-22

- 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 2026-08-19.*