Etica Wealth

Etica Wealth

by ETICA WEALTH PRIVATE LIMITED

5 ratings
Free

Rating summary
4
0
0
0
0

Details

  • Released
  • Updated
  • March 8, 2023
  • May 11, 2026

Features

Etica Wealth screenshot #1 for iPhone
Etica Wealth screenshot #2 for iPhone
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Etica Wealth screenshot #5 for iPhone
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About

Manage your complete financial portfolio, including mutual funds, stocks, bonds, and fixed deposits. Track historical performance, generate detailed reports, and invest online. Includes helpful calculators for retirement, SIP, and EMI planning.

Complete portfolio reporting
Historical performance tracking
Online investment in mutual funds
Capital gain reports
SIP and STP tracking
Retirement and SIP calculators
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What's New in Etica Wealth

2.7.3

May 11, 2026

- 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

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FAQ

What types of assets can I track with Etica Wealth?

Etica Wealth allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This ensures a complete overview of your financial portfolio in one place.

Can I invest directly through Etica Wealth?

Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through Etica Wealth. The app provides transparency by tracking all your orders until the allotment of units.

What kind of reports can I generate with Etica Wealth?

Etica Wealth offers a complete portfolio report download, historical performance reports, transaction statements for any period, and advanced capital gain reports. You can also download a Statement of Account for any Asset Management Company in India with one click.

Does Etica Wealth offer financial planning tools?

Yes, Etica Wealth includes several calculators and tools to aid in financial planning. These include a Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator.

How secure is Etica Wealth?

The app uses easy login via your Google email ID, suggesting integration with Google's security protocols. While specific security measures are not detailed, this method is common for secure authentication.

Is Etica Wealth available on multiple devices?

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

How often is Etica Wealth updated?

The latest version of Etica Wealth is 2.7.3, last updated on May 11, 2026. This indicates a recent update, suggesting the app is actively maintained.

What is the user sentiment for Etica Wealth?

Etica Wealth has received an excellent rating of 5.0 stars from 5 ratings, indicating overwhelmingly positive user sentiment based on the available data.