# Pelican Investments

> Comprehensive wealth management app for tracking investments and financial planning. (iPhone/iPad app by Pelican Investments.)

- Source: https://appshunter.io/ios/app/pelican-investments/id1580885396 (this page in markdown: same URL + `.md`)
- Developer: [Pelican Investments](https://appshunter.io/developer/1580885398)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2021-08-13
- Data updated: 2026-08-28
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/pelican-investments/id1580885396/reviews.md

## What is Pelican Investments?

Pelican Investments 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
- Investment performance tracking
- Online investment in mutual funds
- Financial calculators
- Transaction statements
- Capital gain reports

## Recent user reviews (2 of 2)

All indexed reviews: https://appshunter.io/ios/app/pelican-investments/id1580885396/reviews.md

### 5/5 — Fast Growth by pelican Invesments

*2024-09-04, version 1.4.8*

Good study nd analysis by owner Ashwin shah & their Team👍

### 5/5 — Client testimony

*2024-08-28, version 1.4.8*

The app is flawless, crisp, clear and easy to navigate through. Good job by team Pelican. 👍🏻

## Frequently asked questions about Pelican Investments

### What types of assets can I track with Pelican Investments?

Pelican Investments 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 within the app.

### Can I download reports from Pelican Investments?

Yes, Pelican Investments offers complete portfolio report downloads that include all your assets. You can also download transaction statements for any period and a one-click statement of account for any Asset Management Company in India.

### Does Pelican Investments support online investing?

Yes, you can invest online directly through Pelican Investments in any mutual fund scheme or New Fund Offer. The app tracks all your orders until unit allotment, ensuring complete transparency in your investment process.

### What financial calculators are available in Pelican Investments?

Pelican Investments includes a suite of useful financial calculators such as a Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator to aid in your financial planning.

### How secure is my financial data with Pelican Investments?

Pelican Investments offers easy login via your Google email ID, suggesting a reliance on Google's security infrastructure. While specific security protocols are not detailed, the app focuses on providing access to sensitive financial information.

### How often is Pelican Investments updated?

Pelican Investments was last updated on May 7, 2026, with version 1.9.2. This indicates a recent update, suggesting ongoing development and maintenance for the application.

### On which devices can I use Pelican Investments?

Pelican Investments is available for use on both iPhone and iPad devices. This ensures accessibility for users within the Apple ecosystem.

### Does Pelican Investments have advertisements?

No, Pelican Investments is a free application and does not contain advertisements. This provides an uninterrupted user experience for managing your finances.

## Version history (last 5 releases)

### 2.0.1 — 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

### 1.9.2 — 2026-05-07

- 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

### 1.8.7 — 2026-03-23

- 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

### 1.8.2 — 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

### 1.7.7 — 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 2026-08-28.*