# Oswal Dhan

> Comprehensive financial portfolio management and investment tracking app. (iPhone/iPad app by OSWAL DHAN PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/oswal-dhan/id1463774823 (this page in markdown: same URL + `.md`)
- Developer: [OSWAL DHAN PRIVATE LIMITED](https://appshunter.io/developer/1463774822)
- 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: 2019-05-16
- Data updated: 2026-08-26
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/oswal-dhan/id1463774823/reviews.md

## What is Oswal Dhan?

Oswal Dhan is one-stop shopping for all your Financial 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 Oswal Dhan

### What financial assets can I track with Oswal Dhan?

Oswal Dhan allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a holistic view of your complete financial portfolio.

### Can I invest directly through Oswal Dhan?

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

### What kind of reports can I download from Oswal Dhan?

Oswal Dhan offers complete portfolio report downloads, transaction statements for any period, and one-click statement of account downloads for any Asset Management Company in India. It also provides advanced Capital Gain Reports.

### Does Oswal Dhan offer any financial planning tools?

Yes, Oswal Dhan includes a suite of calculators and tools to aid in financial planning. These include Retirement, SIP, SIP Delay, SIP Step up, Marriage, and EMI calculators.

### How does Oswal Dhan handle user login and security?

Oswal Dhan offers easy login via your Google email ID, providing a convenient and secure way to access your financial data. The app is designed to keep your portfolio information safe.

### Is Oswal Dhan available on multiple devices?

Oswal Dhan is available for both iPhone and iPad users, allowing you to manage your finances across your Apple devices. This ensures accessibility and convenience for iOS users.

### How often is Oswal Dhan updated?

The latest version of Oswal Dhan is 3.0.1, last updated on August 18, 2026. This indicates a commitment to ongoing development and feature enhancements for users.

### Does Oswal Dhan have ads?

No, Oswal Dhan does not contain advertisements. As a free application, it provides an uninterrupted user experience focused solely on managing your financial portfolio.

## Version history (last 5 releases)

### 3.0.1 — 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

### 2.3.8 — 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

### 2.3.3 — 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

### 2.2.8 — 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

### 2.1.3 — 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 2026-08-26.*