# Etica Wealth

> Comprehensive financial portfolio management and investment platform. (iPhone/iPad app by ETICA WEALTH PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/etica-wealth/id6445812077 (this page in markdown: same URL + `.md`)
- Developer: [ETICA WEALTH PRIVATE LIMITED](https://appshunter.io/developer/1673929838)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 6 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 87 MB
- Languages: American English
- Released: 2023-03-08
- Data updated: 2026-08-21
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/etica-wealth/id6445812077/reviews.md

## What is Etica Wealth?

ETICA WEALTH is one-stop shopping for all your Investment 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 investment in mutual funds
- Capital gain reports
- SIP and STP tracking
- Retirement and SIP calculators


## Frequently asked questions about Etica Wealth

### 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.

## Version history (last 5 releases)

### 2.7.4 — 2026-08-13

- 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

### 2.7.3 — 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

### 2.6.3 — 2026-04-30

General update and bug fixes

### 2.6.1 — 2026-04-24

General update and bug fixes

### 2.6.0 — 2026-03-31

1. Introduced CRM module in the Broker Dashboard.
2. Implemented Digital Accessibility features in compliance with the Rights of Persons with Disabilities guidelines.
3. Added Dark Theme for improved user experience.
4. Enabled Font Size customization for better readability.
5. Introduced Multi-Lingual support.

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## Related topics

[etica wealth](https://appshunter.io/ios/topics/etica-wealth) · [etica](https://appshunter.io/ios/topics/etica) · [etica capital](https://appshunter.io/ios/topics/etica-capital)

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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 2026-08-21.*