# IA Wealth Ltd > Comprehensive wealth management app for tracking and investing in financial assets. (iPhone/iPad app by IA WEALTH LIMITED.) - Source: https://appshunter.io/ios/app/ia-wealth-ltd/id6445888535 (this page in markdown: same URL + `.md`) - Developer: [IA WEALTH LIMITED](https://appshunter.io/developer/1674510532) - Category: Finance - Price: Free - Rating: 5.00/5 from 1 App Store ratings - Age rating: 17+ - Requires: iOS 15.0 · 81 MB - Languages: English - Released: 2023-03-07 - Data updated: 2026-06-10 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/ia-wealth-ltd/id6445888535/reviews.md ## What is IA Wealth Ltd? IA Wealth Ltd 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 mutual fund investment - Advanced capital gain reports - Financial calculators - Transaction statement download ## Frequently asked questions about IA Wealth Ltd ### What types of financial assets can I track with IA Wealth Ltd? IA Wealth Ltd allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a consolidated view of your entire financial portfolio. ### Can I invest directly through IA Wealth Ltd? Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through IA Wealth Ltd. The app tracks all your orders until the allotment of units for complete transparency. ### What kind of reports can I download from IA Wealth Ltd? IA Wealth Ltd offers a complete portfolio report download, including all assets. You can also download transaction statements for any period and a one-click statement of account for any Asset Management Company in India. ### Does IA Wealth Ltd offer any financial planning tools? Yes, IA Wealth Ltd 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 my financial data with IA Wealth Ltd? The app uses easy login via your Google email ID, suggesting a reliance on Google's authentication security. Specific details on encryption and data protection measures are not provided in the description. ### How often is IA Wealth Ltd updated? The latest version of IA Wealth Ltd is 1.3.5, which was last updated on May 31, 2024. This indicates a relatively recent update frequency. ### What devices is IA Wealth Ltd compatible with? IA Wealth Ltd is available for iPhone, iPad, and iPod devices. It is designed for iOS users. ### What is the age rating for IA Wealth Ltd? IA Wealth Ltd has an age rating of 17+, indicating it is intended for mature users. This is common for financial applications dealing with complex investment information. ## Version history (last 5 releases) ### 1.3.5 — 2024-05-31 - Improved My Journey So Far - Improved Client Search - Added AMFI Regd. MFD - Improved Fund Picks - Fixed Address Screen Issue - Resolved Crashes - General Update ### 1.3.4 — 2024-03-26 Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active Insurance Policies, Fixed Crashes ### 1.3.2 — 2024-02-07 Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active Insurance Policies, Fixed Crashes ### 1.0.3 — 2023-04-22 Added My Journey So Far, As-on-Date on Dashboard, Improvement ELSS Download, MFU Nominees Authentication, BSE Nominees Authentication, Fixed KYC Location Issue, Issue of MFU onboarding, BSE Document Upload Issue, Notification Counter Issue, ARN Selection Issue in NSE, Dividend Report Issue, Other Crash & Bug Fix, General Update ### 1.0.1 — 2023-03-07 No release notes. ## Apps similar to IA Wealth Ltd | App | Rating | Price | Category | | --- | --- | --- | --- | | [Your Credit Union Mobile App](https://appshunter.io/ios/app/your-credit-union-mobile-app/id1068562154) | 5.0 (3) | Free | Finance | | [Wealthica](https://appshunter.io/ios/app/wealthica/id1189909042) | 4.0 (22) | Free | Finance | | [Money Monitor: Expense Tracker](https://appshunter.io/ios/app/money-monitor-expense-tracker/id537916781) | 4.0 (348) | Free | Finance | | [Stock Events Portfolio Tracker](https://appshunter.io/ios/app/stock-events-portfolio-tracker/id1488720155) | 4.9 (41) | Free | Finance | | [Sohni Dharti](https://appshunter.io/ios/app/sohni-dharti/id1587997236) | 3.8 (532) | Free | Finance | | [Household Accounts! 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