Best app for Mutual Funds
Let’s me do everything related mutual funds.
Fantastic App
Such a fabulous app allowing to access all the information so easily at anytime from anywhere. Simply amazing application for tracking the mutual fund investments.
Free
About
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.
✓Complete portfolio reporting
✓Historical performance tracking
✓Transaction statement downloads
✓Online mutual fund investments
✓SIP and STP tracking
✓Insurance premium reminders
✓Financial calculators
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What's New in PESB Wealth
1.4.4
May 8, 2026
- 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
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FAQ
What types of financial assets can I track with PESB Wealth?
PESB 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.
Can I download reports and statements from PESB Wealth?
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.
Does PESB Wealth support online investments?
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.
What financial calculators are included in PESB Wealth?
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.
Is PESB Wealth available on multiple devices?
PESB Wealth is available for both iPhone and iPad, allowing users to manage their finances across different Apple devices.
How often is PESB Wealth updated?
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.
What is the age rating for PESB Wealth?
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.
Does PESB Wealth have ads?
No, PESB Wealth does not contain advertisements. The app is free to use and does not display any ads, providing an uninterrupted user experience.
