# Orbit - My Investment Manager

> Comprehensive investment tracking and management platform for diverse financial assets. (iPhone/iPad app by URJITA FINANCIAL SERVICES PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/orbit-my-investment-manager/id1198971655 (this page in markdown: same URL + `.md`)
- Developer: [URJITA FINANCIAL SERVICES PRIVATE LIMITED](https://appshunter.io/developer/1198971654)
- Category: Finance
- Price: Free
- Rating: 4.70/5 from 3 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 87 MB
- Languages: American English
- Released: 2017-01-26
- Data updated: 2026-08-26
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/orbit-my-investment-manager/id1198971655/reviews.md

## What is Orbit?

App & Portal Experience Upgraded!!!

We are happy to announce the launch of Orbit’s new Investment Management Platform with lots of exciting features:

1. Completely new Dashboard 
2. ⁠All other products invested by you including FDs, Direct Equity, PMS can be made visible on our platform with daily value update 
3. ⁠All Portfolio, Capital Gain statements and transactions statements can be downloaded at the touch of fingertips 
4. ⁠All Insurance policies taken through us will be updated on app on timely basis 
5. ⁠PMS/AIF investments done through us will be visible on the app

The login will require a change in password at your end through OTP. 

In case of any issues/concerns or help required please reach out to Siddharth Bhatt at- siddharth@orbitfin.com 

Looking forward to your feedback and support as we try and improve your experience & add more features in the app for your convenience…

Regards,
Team Orbit

## Key features

- Unified investment dashboard
- Daily value updates for all assets
- Downloadable financial statements
- Insurance policy tracking
- PMS/AIF investment visibility


## Frequently asked questions about Orbit

### What types of investments can I track with Orbit?

Orbit allows you to track a wide range of investments including Fixed Deposits (FDs), Direct Equity, Portfolio Management Services (PMS), and Alternative Investment Funds (AIFs), with daily value updates for each.

### Can I download my financial statements from Orbit?

Yes, Orbit enables you to download your Portfolio statements, Capital Gain statements, and transaction statements directly from the app at your fingertips.

### How does Orbit handle insurance policies?

All insurance policies taken through Orbit are updated on the app on a timely basis, providing a consolidated view of your financial holdings.

### Is Orbit available on multiple devices?

Orbit is available for both iPhone and iPad, allowing you to manage your investments across different Apple devices.

### What is the user rating for Orbit?

Orbit has a strong user rating of 4.7 stars based on 3 ratings, indicating a positive user experience.

### How often is Orbit updated?

The latest version of Orbit is 5.0.2, and it was last updated on June 2nd, 2026, suggesting regular maintenance and feature additions.

### Does Orbit have ads?

Orbit is ad-free, meaning you can manage your investments without any advertisements interrupting your experience.

### What is the age rating for Orbit?

Orbit has an age rating of 4+, making it suitable for a wide range of users.

## Version history (last 5 releases)

### 6.0.1 — 2026-08-19

- 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

### 5.0.2 — 2026-06-02

- 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

### 4.4.3 — 2026-03-19

- 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

### 4.3.8 — 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

### 4.3.3 — 2025-10-29

- 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 2026-08-26.*