# Insynch Wealth

> Comprehensive wealth management and investment tracking app. (iPhone/iPad app by INSYNCH WEALTH LLP.)

- Source: https://appshunter.io/ios/app/insynch-wealth/id1540929776 (this page in markdown: same URL + `.md`)
- Developer: [INSYNCH WEALTH LLP](https://appshunter.io/developer/1540929778)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 3 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 91 MB
- Languages: American English
- Released: 2020-11-18
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/insynch-wealth/id1540929776/reviews.md

## What is Insynch Wealth?

Insynch Wealth 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 Performance 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
- Investment and transaction statements
- Capital gain reports
- Online investment in mutual funds
- SIP and insurance tracking
- Financial calculators


## Frequently asked questions about Insynch Wealth

### What types of assets can I track with Insynch Wealth?

Insynch Wealth allows you to track a comprehensive financial portfolio including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a consolidated view of all your investments in one place.

### Can I invest directly through Insynch Wealth?

Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through Insynch Wealth. The app also tracks all your orders until the allotment of units for complete transparency.

### What kind of reports can I download from Insynch Wealth?

You can download a complete portfolio report including all assets, transaction statements for any period, and a one-click statement of account download for any Asset Management Company in India. Advanced Capital Gain Reports are also available.

### Does Insynch Wealth offer any financial planning tools?

Insynch 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 my financial data with Insynch Wealth?

The app uses easy login via your Google email ID, suggesting a reliance on Google's security infrastructure for authentication. Specific details on data encryption and storage security are not provided in the description.

### How often is Insynch Wealth updated?

The latest version of Insynch Wealth is 6.2.4, and it was last updated on October 24, 2025. This indicates a recent and active development cycle for the application.

### What devices is Insynch Wealth available on?

Insynch Wealth is available for iPhone and iPad users. The app is designed to provide a seamless experience across these Apple mobile devices.

### What is the user sentiment for Insynch Wealth?

Insynch Wealth has received an excellent rating of 5.0 stars from 3 ratings. This suggests a very positive reception from its current user base, highlighting satisfaction with its features and performance.

## Version history (last 5 releases)

### 6.2.4 — 2025-10-24

- 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

### 6.1.7 — 2025-10-08

- Added Asset Composition Pie Chart
- Fixed Calculators
- Fixed Issues of NSE Invest
- Fixed Other Crashes

### 6.1.5 — 2025-09-10

- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimised Client Search for Large IFA
- Updated Insurance Filter
- Fixed Other Issues and Crashes

### 6.1.4 — 2025-08-27

- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter

### 6.1.3 — 2025-08-26

- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter

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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 2026-06-01.*