# Plan Ahead Wealth Advisors

> Plan Ahead Wealth Advisors (iPhone/iPad app by Excel Net Solutions Private Limited.)

- Source: https://appshunter.io/ios/app/plan-ahead-wealth-advisors/id1187850952 (this page in markdown: same URL + `.md`)
- Developer: [Excel Net Solutions Private Limited](https://appshunter.io/developer/1108471137)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 85 MB
- Languages: American English
- Released: 2016-12-20
- Data updated: 2026-08-28
- User reviews in markdown: https://appshunter.io/ios/app/plan-ahead-wealth-advisors/id1187850952/reviews.md

## What is Plan Ahead Wealth Advisors?

Plan Ahead Wealth Advisors 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


## Version history (last 5 releases)

### 4.0.1 — 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

### 3.4.4 — 2026-05-14

- 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

### 3.3.4 — 2026-02-04

- 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

### 3.2.9 — 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

### 3.1.6 — 2025-08-26

- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter

## Apps similar to Plan Ahead Wealth Advisors

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Continental Bank](https://appshunter.io/ios/app/continental-bank/id1527526340) | 4.2 (5) | Free | Finance |
| [Maloo Investwise](https://appshunter.io/ios/app/maloo-investwise/id1201237509) | — | Free | Finance |
| [Currency Now](https://appshunter.io/ios/app/currency-now/id1525402900) | — | Free | Finance |
| [Gold Loan at Home](https://appshunter.io/ios/app/gold-loan-at-home/id1527737940) | — | Free | Finance |
| [Metro Bank Authenticator](https://appshunter.io/ios/app/metro-bank-authenticator/id1524446800) | — | Free | Finance |
| [KRAKONS Wallet](https://appshunter.io/ios/app/krakons-wallet/id1524413440) | — | Free | Finance |

## More apps by Excel Net Solutions Private Limited

- [Degree 212](https://appshunter.io/ios/app/degree-212/id1077737244)
- [Vista Wealth Care](https://appshunter.io/ios/app/vista-wealth-care/id1085532514)
- [Indus Cap](https://appshunter.io/ios/app/indus-cap/id1090663508)
- [SM Mutual Fund](https://appshunter.io/ios/app/sm-mutual-fund/id1097088879)
- [Mudra Investment](https://appshunter.io/ios/app/mudra-investment/id1097727456)
- [Betamfwala](https://appshunter.io/ios/app/betamfwala/id1118056665)

All apps by Excel Net Solutions Private Limited: https://appshunter.io/developer/1108471137

## Related topics

[iadvisor 529 plan](https://appshunter.io/ios/topics/iadvisor-529-plan)

---

*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.*