About
Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track historical performance, download statements, and generate advanced reports. Invest online and stay informed about your investments and premiums.
What's New in Holistic Money
9.0.5
December 24, 2025
Performance enhance and Bugs fix
FAQ
What types of assets can I track with Holistic Money?
Holistic Money allows you to track a comprehensive financial portfolio including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance.
Can I invest directly through Holistic Money?
Yes, you can invest online in any Mutual Fund scheme or New Fund Offer directly through the app and track all orders until unit allotment.
Does Holistic Money offer financial planning tools?
Yes, the app includes several calculators and tools such as a Retirement Calculator, SIP Calculator, Marriage Calculator, and EMI Calculator to aid in financial planning.
How does Holistic Money handle portfolio performance reporting?
You can view the historical performance of your portfolio easily and download complete portfolio reports, including all assets, for detailed analysis.
Is Holistic Money available on Android devices?
Based on the provided data, Holistic Money is supported on iPhone and iPad. Specific Android compatibility is not detailed.
What is the update frequency for Holistic Money?
The app was last updated on 2025-12-24, indicating recent development. The specific update frequency is not detailed but suggests ongoing maintenance.
How secure is my financial data with Holistic Money?
The app uses easy login via your Google email ID. While specific security protocols are not detailed, financial apps typically employ industry-standard security measures.
Can I get transaction statements for any period with Holistic Money?
Yes, you can obtain transaction statements for any period and also download a 1-Click Statement of Account for any Asset Management Company in India.
