Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track performance, download statements, and make online investments. Includes helpful calculators for retirement, SIPs, and EMIs.
1.4.5
August 14, 2026
- 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
MorePESB 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 portfolio.
Yes, PESB Wealth offers complete portfolio report downloads for all assets, transaction statements for any period, and one-click statement of account downloads for any Asset Management Company in India. Advanced Capital Gain Reports are also available.
Yes, you can invest online in any mutual fund scheme or New Fund Offer through PESB Wealth. The app tracks all orders until unit allotment, ensuring complete transparency.
PESB Wealth includes several useful calculators such as Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator to aid in financial planning.
PESB Wealth is available for both iPhone and iPad, allowing users to manage their finances across different Apple devices.
The latest version of PESB Wealth is 1.3.9, last updated on March 23, 2026. This indicates a recent update, suggesting ongoing development and support for the application.
PESB Wealth has an age rating of 4+, making it suitable for a wide range of users. This rating suggests that the content is generally appropriate for children and adults.
No, PESB Wealth does not contain advertisements. The app is free to use and does not display any ads, providing an uninterrupted user experience.
