# Mentor Wealth

> Comprehensive financial portfolio management and investment tracking tool. (iPhone/iPad app by MENTOR FUNDS DISTRIBUTORS PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/mentor-wealth/id1164875678 (this page in markdown: same URL + `.md`)
- Developer: [MENTOR FUNDS DISTRIBUTORS PRIVATE LIMITED](https://appshunter.io/developer/1378198742)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2016-10-16
- Data updated: 2026-08-19
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/mentor-wealth/id1164875678/reviews.md

## What is Mentor Wealth?

Mentor Wealth 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
- Insurance premium reminders
- Financial calculators


## Frequently asked questions about Mentor Wealth

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

Mentor Wealth 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 holdings.

### Can I invest directly through Mentor Wealth?

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

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

Mentor Wealth includes several useful 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 does Mentor Wealth handle security?

The app offers easy login via your Google email ID, leveraging Google's security protocols for account access. Specific details on encryption and data protection beyond this are not provided in the description.

### What is the update frequency for Mentor Wealth?

The app was last updated on May 12, 2026, indicating recent development activity. While specific update frequency isn't detailed, this suggests ongoing maintenance and feature additions.

### Is Mentor Wealth available on Android devices?

Yes, Mentor Wealth is supported on iPhones and iPads. Information regarding Android device compatibility is not explicitly stated but is common for finance apps.

### What do users like about Mentor Wealth?

Based on the single rating of 5.0 stars, users likely appreciate its comprehensive portfolio tracking and investment features. The ease of use and inclusion of various financial calculators are also probable highlights.

### Does Mentor Wealth have ads?

No, Mentor Wealth does not contain advertisements. The app is free to use without any ad interruptions.

## Version history (last 5 releases)

### 6.0.1 — 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

### 5.3.4 — 2026-05-12

- 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

### 5.2.9 — 2026-03-18

- 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

### 5.2.4 — 2026-01-30

- 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

### 5.0.9 — 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

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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 2026-08-19.*