# PA Wealth

> Comprehensive wealth management app for tracking and investing in financial assets. (iPhone/iPad app by PA WEALTH PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/pa-wealth/id1586082009 (this page in markdown: same URL + `.md`)
- Developer: [PA WEALTH PRIVATE LIMITED](https://appshunter.io/developer/1586082011)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings · 6 written reviews indexed
- Age rating: 4+
- Requires: iOS 16.0 · 99 MB
- Languages: American English
- Released: 2021-09-18
- Data updated: 2026-08-08
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/pa-wealth/id1586082009/reviews.md

## What is PA Wealth?

PA Wealth is one-stop shopping for all your Wealth Management 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 Performance 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 mutual fund investment
- Advanced capital gain reports
- SIP and STP tracking
- Insurance premium reminders
- Financial calculators

## Recent user reviews (6 of 6)

All indexed reviews: https://appshunter.io/ios/app/pa-wealth/id1586082009/reviews.md

### 5/5 — Nice app improved version

*2025-05-21, version 1.5.9*

Improved version

### 5/5 — Exceptional app

*2024-10-03, version 1.5.4*

Have been able to see all my investments at one place.

### 5/5 — Great App

*2024-10-01, version 1.5.4*

Really smooth application. No hinderance on any step of the process. Great investment app. Keep it up!

### 5/5 — Amazing App by PA Wealth

*2021-09-19, version 1.0.1*

Great App for tracking & doing investments 24*7

### 5/5 — Very fast and secure

*2021-09-18, version 1.0.1*

interface very good and easy to use

### 5/5 — Very helpful

*2021-09-18, version 1.0.1*

We good portfolio tracking features provided by PA Wealth Advisors

## Frequently asked questions about PA Wealth

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

PA Wealth allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This ensures a complete overview of your financial holdings.

### Can I invest directly through PA Wealth?

Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through PA Wealth. The app provides transparency by tracking all orders until unit allotment.

### Does PA Wealth offer tools for financial planning?

PA Wealth includes several useful calculators and tools for financial planning, such as a Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator.

### How secure is my financial data with PA Wealth?

PA Wealth uses easy login via your Google email ID, suggesting a reliance on Google's security infrastructure. The app focuses on providing detailed financial reports and transaction statements.

### What kind of reports can I download from PA Wealth?

You can download a complete portfolio report including all assets, transaction statements for any period, and a 1-click statement of account download for any Asset Management Company in India. Advanced Capital Gain Reports are also available.

### How often is PA Wealth updated?

The latest version of PA Wealth is 1.6.6, last updated on October 1, 2025. This indicates a recent update, suggesting ongoing development and maintenance.

### Is PA Wealth available on multiple devices?

PA Wealth is supported on iPhone, iPad, and iPod, making it accessible to users within the Apple ecosystem. It is designed for mobile wealth management.

### Does PA Wealth have ads?

PA Wealth does not contain advertisements, as indicated by the 'hasAds' flag being false. Users can expect an ad-free experience while managing their finances.

## Version history (last 5 releases)

### 1.8.7 — 2026-08-06

- 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

### 1.6.6 — 2025-10-01

- Added Asset Composition Pie Chart
- Fixed Calculators
- Fixed Issues of NSE Invest
- Fixed Other Crashes

### 1.6.5 — 2025-08-08

BSE Order history - Added action to fetch Real time order status, New Investment NSE - Added option to Choose Folio bank, Enhanced Security Measures, Goal Planner - Edit / Delete Goals, Capital Gain Unrealized - As per New Income tax rules, Changed NSE Add Bank to Manage Banks and improved it`s functionality, Improved Transactions Screen, Fixed BSE,MFU Order placing issues, Fixed One-Day Change in Shares/Bonds.

### 1.6.4 — 2025-06-10

- Added NSE/BSE New Nominee Requirements
- Other fixes and updates

### 1.5.9 — 2025-05-17

- Improved capital gain realized 
- Time period filter added in My Journey So Far
- Factsheets now show multiple fund managers
- Transactions allowed/not allowed in Top Schemes based on ARN mapping
- Fixed issue of ARN no.
- Fixed issue of NSE Mandate Date
- Added security improvements
- Other fixes and updates

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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 2026-08-08.*