# Maloo Investwise

> Comprehensive financial portfolio tracker and investment platform with reporting and calculators. (iPhone/iPad app by Maloo Investwise Private Limited.)

- Source: https://appshunter.io/ios/app/maloo-investwise/id1201237509 (this page in markdown: same URL + `.md`)
- Developer: [Maloo Investwise Private Limited](https://appshunter.io/developer/1448995279)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 87 MB
- Languages: American English
- Released: 2017-02-01
- Data updated: 2026-08-27
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/maloo-investwise/id1201237509/reviews.md

## What is Maloo Investwise?

Maloo Investwise is one-stop shopping for all your investment 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
- SIP and STP tracking
- Capital gain reports
- Financial calculators

## Recent user reviews (6 of 6)

All indexed reviews: https://appshunter.io/ios/app/maloo-investwise/id1201237509/reviews.md

### 5/5 — User friendly app

*2024-11-24, version 2.5.2*

The app is easy to use . Can check your portfolio through one click. Moreover it can show your other investments like fds, sgb,etc at one place.

### 5/5 — Application

*2023-03-02, version 1.8*

Hello Everyone,

This application is very user friendly and easy to access your portfolio in one go. I will recommend to all to use this application

### 5/5 — Useful app for daily portfolio

*2022-10-29, version 1.8*

Useful app for daily to day portfolio watching

### 5/5 — Useful app

*2022-09-29, version 1.8*

Useful app for daily portfolio viewing and managing

### 5/5 — Nice app

*2022-06-26, version 1.8*

Great app to track portfolio

### 5/5 — User friendly app

*2019-03-07, version 1.6*

Thanks for sharing this app 

This is worth to control all details on single tap, very useful and friendly 

All the Best 👍

Dr.Sachin Bhardwaj 
9828444463

## Frequently asked questions about Maloo Investwise

### What types of assets can I track with Maloo Investwise?

Maloo Investwise allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance.

### Can I invest directly through Maloo Investwise?

Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through Maloo Investwise, with full transparency on order tracking until unit allotment.

### Does Maloo Investwise offer any financial calculators?

Maloo Investwise includes several useful calculators such as Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator.

### How secure is my financial data with Maloo Investwise?

The app uses easy login via your Google email ID, suggesting a reliance on Google's security infrastructure for account access. Specific security protocols beyond this are not detailed.

### What kind of reports can I download from Maloo Investwise?

You can download complete portfolio reports, transaction statements for any period, and statements of account for any Asset Management Company in India, along with advanced Capital Gain Reports.

### Is Maloo Investwise available on multiple devices?

Yes, Maloo Investwise is supported on both iPhone and iPad, allowing users to manage their investments across Apple devices.

### How often is Maloo Investwise updated?

The app was last updated on March 17, 2026, with version 4.1.1. This indicates a recent update, suggesting ongoing development and maintenance.

### Does Maloo Investwise have ads?

No, Maloo Investwise does not contain advertisements, providing an ad-free experience for its users.

## Version history (last 5 releases)

### 5.0.1 — 2026-08-18

- Enhanced security with VAPT improvements & 2FA
- Added Fundsnet Mobile support
- Added Contact Us on Sign In & Share Folio Details
- Added Custom Period, SIP Delay & Step-Up Calculators
- Revamped Financial Calculators & improved Goal Reports
- Improved MF Central, Portfolio Reports & Navigation
- Improved Notifications, Multi-language, KYC & Risk Profile
- Improved CRM integration & Dashboard experience
- Performance improvements with bug & crash fixes

### 4.1.5 — 2026-06-04

- Added CRM module in Broker Dashboard
- Implemented digital accessibility (RPwD compliant)
- Enabled Step-Up SIP in order placement (NSE Invest)
- Integrated NSE NACH Bank API
- Introduced Dark Theme
- Enabled multi-language support
- Added font size customization
- Updated NAV Lookup & Factsheet (Mobile)
- Improved transactions pagination
- Fixed Portfolio as on Date
- General bug fixes & performance improvements

### 4.1.1 — 2026-03-17

- Mandatory Risk Profiling 
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator 
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Message
- Fixed Crashes & Other Issues

### 4.0.6 — 2026-01-28

- Introduced NSE Invest Cart
- Added NSE Invest-Track order functionality
- Added Client Search by Equity Code
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Conditions while login / signup
- Added Avg. Purchase NAV to be shown in portfolio detail screen
- Added Investment via short link
- Added BSE Cart Trusted Mode App
- Pay via Link option for BSE Trusted Mode
- Updated AMFI Links
- Fixed Crashes

### 4.0.1 — 2025-12-22

General Update and Bug Fixes

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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 2026-08-27.*