# PESB Wealth

> Comprehensive financial portfolio management and investment tracking app. (iPhone/iPad app by Pune E-Stock Broking Pvt. Ltd.)

- Source: https://appshunter.io/ios/app/pesb-wealth/id6692624974 (this page in markdown: same URL + `.md`)
- Developer: [Pune E-Stock Broking Pvt. Ltd](https://appshunter.io/developer/1277664096)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 87 MB
- Languages: American English
- Released: 2024-09-24
- Data updated: 2026-08-19
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/pesb-wealth/id6692624974/reviews.md

## What is PESB Wealth?

PESB Wealth 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
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
- Transaction statement downloads
- Online mutual fund investments
- SIP and STP tracking
- Insurance premium reminders
- Financial calculators

## Recent user reviews (2 of 2)

All indexed reviews: https://appshunter.io/ios/app/pesb-wealth/id6692624974/reviews.md

### 5/5 — Best app for Mutual Funds

*2024-10-24*

Let’s me do everything related mutual funds.

### 5/5 — Fantastic App

*2024-10-03*

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.

## Frequently asked questions about PESB Wealth

### 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.

## Version history (last 5 releases)

### 1.4.5 — 2026-08-14

- 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

### 1.4.4 — 2026-05-08

- 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

### 1.3.9 — 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

### 1.3.4 — 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

### 1.2.9 — 2025-11-08

- 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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## More apps by Pune E-Stock Broking Pvt. Ltd

- [PeSB Trading App](https://appshunter.io/ios/app/pesb-trading-app/id1277664098)

All apps by Pune E-Stock Broking Pvt. Ltd: https://appshunter.io/developer/1277664096

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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 2026-08-19.*