# Holistic Money

> Comprehensive wealth management and investment tracking app. (iPhone/iPad app by HOLISTIC FINANCIAL SERVICES PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/holistic-money/id1615927850 (this page in markdown: same URL + `.md`)
- Developer: [HOLISTIC FINANCIAL SERVICES PRIVATE LIMITED](https://appshunter.io/developer/1615927852)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 3 App Store ratings
- Age rating: 17+
- Requires: iOS 15.6 · 213 MB
- Languages: English
- Released: 2022-03-31
- Data updated: 2026-08-13
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/holistic-money/id1615927850/reviews.md

## What is Holistic Money?

Holistic Money is one-stop shopping for all your Wealth Management 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
- Advanced capital gain reports
- SIP and STP tracking
- Insurance premium reminders
- Financial calculators


## Frequently asked questions about Holistic Money

### 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.

## Version history (last 5 releases)

### 9.0.5 — 2025-12-24

Performance enhance and Bugs fix

### 9.0.4 — 2025-11-01

Bug fix and performance improvement

### 9.0.3 — 2025-10-31

Performance enhance and Bugs fix

### 9.0.0 — 2025-09-09

Performance Improvement

### 2.0.2 — 2025-09-08

Performance Enhancement

## Apps similar to Holistic Money

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Divine Capital](https://appshunter.io/ios/app/divine-capital/id6651840009) | 5.0 (1) | Free | Finance |
| [Finfinity Wealth](https://appshunter.io/ios/app/finfinity-wealth/id6462151325) | — | Free | Finance |
| [Bonfire: Budgeting](https://appshunter.io/ios/app/bonfire-budgeting/id6657994369) | — | Free | Finance |
| [JABAL Invest](https://appshunter.io/ios/app/jabal-invest/id6737515373) | — | Free | Finance |
| [MyMoney Finance Tracker](https://appshunter.io/ios/app/mymoney-finance-tracker/id6740793528) | — | Free | Finance |
| [Shared Pockets](https://appshunter.io/ios/app/shared-pockets/id1263018379) | 2.7 (3) | Free | Finance |

---

*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 2026-08-13.*