# Gupta Investments

> Comprehensive financial portfolio management and investment tracking app. (iPhone/iPad app by Gupta Investments.)

- Source: https://appshunter.io/ios/app/gupta-investments/id1461734974 (this page in markdown: same URL + `.md`)
- Developer: [Gupta Investments](https://appshunter.io/developer/1461734973)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2019-05-04
- Data updated: 2026-08-18
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/gupta-investments/id1461734974/reviews.md

## What is Gupta Investments?

Gupta Investments 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
- SIP and STP tracking
- Insurance premium reminders
- Financial calculators


## Frequently asked questions about Gupta Investments

### What types of assets can I track with Gupta Investments?

Gupta Investments 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 Gupta Investments?

Yes, Gupta Investments offers complete portfolio report downloads, including all assets. You can also download transaction statements for any period and one-click statements of account for any Asset Management Company in India.

### Does Gupta Investments offer investment capabilities?

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

### What financial calculators are available in Gupta Investments?

Gupta Investments 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 secure is my financial data with Gupta Investments?

The app facilitates easy login via your Google email ID, suggesting a reliance on Google's security infrastructure. Specific security protocols beyond this are not detailed in the description.

### How often is Gupta Investments updated?

The app was last updated on June 4, 2026, with version 9.7.5. This indicates a recent update, suggesting the app is actively maintained.

### What devices support Gupta Investments?

Gupta Investments is available on iPhone and iPad, making it accessible for users within the Apple ecosystem.

### What is the user sentiment for Gupta Investments?

Based on the available data, Gupta Investments has a perfect 5.0-star rating from 1 review, indicating highly positive user sentiment.

## Version history (last 5 releases)

### 9.7.6 — 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

### 9.7.5 — 2026-06-04

- 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

### 9.7.1 — 2026-03-10

- 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

### 9.6.6 — 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

### 9.6.1 — 2025-10-28

BSE Order history - Added action to fetch Real time order status, New Investment NSE - Added option to Choose Folio bank, Enhanced Security Measures, Goal Planner - Edit / Delete Goals, Capital Gain Unrealized - As per New Income tax rules, Changed NSE Add Bank to Manage Banks and improved it`s functionality, Improved Transactions Screen, Fixed BSE,MFU Order placing issues, Fixed One-Day Change in Shares/Bonds.

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## Related topics

[gupta investments](https://appshunter.io/ios/topics/gupta-investments) · [gupta](https://appshunter.io/ios/topics/gupta)

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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.*