# InvestYadnya > Personalized financial planning, investment research, and advisor access. (iPhone/iPad app by Yadnya Academy Private Limited.) - Source: https://appshunter.io/ios/app/investyadnya/id1511516294 (this page in markdown: same URL + `.md`) - Developer: [Yadnya Academy Private Limited](https://appshunter.io/developer/1446702001) - Category: Business, Finance - Price: Free - Rating: 3.50/5 from 2 App Store ratings · 16 written reviews indexed - Age rating: 4+ - Requires: iOS 12.0 · 101 MB - Languages: American English - Released: 2020-06-12 - Data updated: 2026-07-15 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/investyadnya/id1511516294/reviews.md ## What is InvestYadnya? Create Your Personalized Financial Plan • Financial Goal, Retirement, Emergency/Contingency, Budget and Risk Planning • Proprietary Methodology to create Financial Planning • Minimum Data entry effort. All data can be entered in 5 min. • Detailed Financial Planning report with Asset Allocation and Asset Recommendations • Option to enter all your Financial Goals, Assets, Liabilities, Insurance etc. • Direct Chat with Financial Advisors • Current Portfolio Reviews with the help of Expert Financial Advisors Access to our Stock • 5+ videos on Stock analysis uploaded every month • Complimentary access to Research Material and Reference ppts • Fundamental Analysis of Stocks on 5 parameters – Company, Industry, Financials, Valuation & Governance • Focus on Long Term Stock Investment Access to our Model Portfolio • Easy access to ready-made Stocks & Mutual Fund reference portfolios • Monthly Monitoring & Quarterly Rebalancing & Review of Portfolios • Separate Conservative, Moderate & Growth Portfolios • Strategic & Long Term approach with tactical views • Deep research methodology with backbone of our products - Stock & MFYadnya ## Key features - Personalized financial planning - Expert financial advisor chat - Stock analysis videos - Research materials - Model portfolios - Portfolio reviews ## Recent user reviews (10 of 16) All indexed reviews: https://appshunter.io/ios/app/investyadnya/id1511516294/reviews.md ### 1/5 — Great content & super poor app *2024-11-01, version 2.0.9* I am trying to renew my subscription, subscription option disappears as soon as app loads. And on some random Click the app crashes. In many videos parimal sir can be heard saying about how poor hdfc bank apps are but the bank is good. Same thing here only diff is this app is far more pathetic ### 2/5 — App needs massive transformation *2024-02-12, version 2.0.7* This team has great content but very poor on technology. App navigation is not seamless, doesn’t scroll many places. Overall needs bit of uplift in terms of customer experience. ### 1/5 — So many bugs *2024-02-10, version 2.0.7* Scroll not working in model portfolio page from so many days. I have complaints so many times but didn’t received any update. ### 3/5 — Poor *2022-08-30, version 2.0.4* App experience and navigation are not smooth. Unexpected closure of app. Quarterly and yearly result’s table scrolling is not smooth. Please provide option to view the long and wide table in separate window in order to view the whole table( or at least 60-70% of the table) in a single window instead of scroll bar for proper comparison of all results. ### 5/5 — Good app for portfolio tracking *2022-03-04, version 2.0.2* Great app ### 3/5 — Scroll bar does not work on ios for stocks *2021-11-05* It has been more than 3-4 months that I have raised this issue. But it has not been solved till now. As you have to login in laptop to add or delete a stock /edit a stock you have purchased. ### 1/5 — Outdated & Incomplete Information *2021-06-01, version 1.9.2* This app has outdated & Incomplete information about stocks and hence cannot be relied upon for making investment decisions...also developers have no refund policy so if you become a paid member you are stuck. ### 2/5 — App stopped opening *2021-05-23, version 1.9.2* App opens and closes immediately. Opens only offline with incorrect values in dashboard. ### 3/5 — App crashing *2021-05-23, version 1.9.2* App is crashing whenever I open it. Not able to use it from past 2-3 weeks ### 2/5 — It’s just wrapper of web app not native app *2021-05-23, version 1.9.2* Highly disappointed ☹️ Also fix crash issue after login ## Frequently asked questions about InvestYadnya ### What types of financial planning does InvestYadnya offer? InvestYadnya offers personalized financial planning for goals, retirement, emergency funds, budgets, and risk assessment. It utilizes a proprietary methodology for detailed reports including asset allocation and recommendations. ### How can I get financial advice through InvestYadnya? You can get financial advice through InvestYadnya via direct chat with financial advisors. The app also provides current portfolio reviews with the help of expert financial advisors. ### What kind of stock market resources are available on InvestYadnya? InvestYadnya provides access to stock analysis with over 5 videos uploaded monthly. You also get complimentary access to research material and presentation slides, focusing on fundamental analysis for long-term investment. ### Does InvestYadnya offer pre-made investment portfolios? Yes, InvestYadnya offers easy access to ready-made stock and mutual fund reference portfolios. These include separate conservative, moderate, and growth options, with monthly monitoring and quarterly rebalancing. ### How much data do I need to enter to create a financial plan? InvestYadnya aims for minimum data entry effort, allowing all data to be entered in approximately 5 minutes. This includes financial goals, assets, liabilities, and insurance details. ### Is InvestYadnya available on all devices? InvestYadnya is available on iPhone, iPad, and iPod devices. It is designed for Apple's mobile operating systems. ### How often is InvestYadnya updated? The latest version of InvestYadnya is 2.1.5, last updated on December 9, 2025. Updates typically occur to improve features and performance. ### What is the age rating for InvestYadnya? InvestYadnya has an age rating of 4+, making it suitable for a wide range of users. This indicates it contains content generally considered appropriate for young children. ## Version history (last 5 releases) ### 2.1.5 — 2025-12-09 -Added required disclosures for compliance. -Fixed minor bugs to enhance stability. -Improved overall app performance. ### 2.1.4 — 2025-10-14 -Added required disclosures for compliance. -Fixed minor bugs to enhance stability. -Improved overall app performance. ### 2.1.3 — 2025-08-31 -Improved app performance -New KYC flow added for smoother onboarding ### 2.1.0 — 2025-05-13 Bug fixes and performance improvement. ### 2.0.9 — 2024-02-16 Native Model portfolio list page & complete investment flow. Help Center on model portfolio list page. 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