# Planswell Wealth > Paperless mutual fund investment platform with real-time tracking and personalized recommendations. (iPhone/iPad app by Planswell Wealth.) - Source: https://appshunter.io/ios/app/planswell-wealth/id6465250169 (this page in markdown: same URL + `.md`) - Developer: [Planswell Wealth](https://appshunter.io/developer/1706499888) - Category: Finance, Business - Price: Free - Age rating: 17+ - Requires: iOS 13.0 · 74 MB - Languages: American English - Released: 2023-09-14 - Data updated: 2026-06-11 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/planswell-wealth/id6465250169/reviews.md ## What is Planswell Wealth? Invest in Mutual Funds Paperlessly with the Planswell Wealth App Planswell Wealth is a new app that makes it easy and convenient to invest in mutual funds paperlessly. We offer a wide range of mutual funds from all major AMCs, and you can start investing in minutes without any paperwork. Features: Invest in mutual funds from all major AMCs Track your investments in real time and get instant updates on your portfolio Set up SIPs and one-time investments automatically Get personalized investment recommendations based on your goals and risk appetite Secure and easy payment options How to Get Started: Download the Planswell Wealth app from the App Store Create an account and complete your KYC Choose the mutual funds you want to invest in and enter the amount you want to invest Review your transaction and make the payment You're done! Your investment will be reflected in your portfolio instantly. Why Choose Planswell Wealth? Paperless and hassle-free: We make investing in mutual funds as easy and convenient as possible. You can start investing in minutes without any paperwork. Wide range of mutual funds: We offer a wide range of mutual funds from all major AMCs, so you can choose the ones that are right for you. Real-time tracking: Track your investments in real time and get instant updates on your portfolio. Personalized recommendations: Get personalized investment recommendations based on your goals and risk appetite. Secure and easy payments: We offer secure and easy payment options, so you can invest with confidence. Download the Planswell Wealth app today and start investing in mutual funds paperlessly! ## Key features - Paperless mutual fund investments - Invest in funds from major AMCs - Real-time portfolio tracking - Automated SIP and one-time investments - Personalized investment recommendations - Secure and easy payment options ## Recent user reviews (1 of 1) All indexed reviews: https://appshunter.io/ios/app/planswell-wealth/id6465250169/reviews.md ### 1/5 — Unable to access *2024-08-13* App won’t allow me to access anything. Stuck at beginning. Even asking to send code… and nothing comes… send code… and nothing comes. Not even overnight or in spam folder. And delete app. ## Frequently asked questions about Planswell Wealth ### How secure is Planswell Wealth? Planswell Wealth uses secure and easy payment options to ensure your investments are protected. The app is designed for secure transactions, allowing you to invest with confidence. ### What mutual funds can I invest in with Planswell Wealth? You can invest in a wide range of mutual funds from all major Asset Management Companies (AMCs) through the Planswell Wealth app. ### Can I track my investments in real-time with Planswell Wealth? Yes, Planswell Wealth allows you to track your investments in real-time and receive instant updates on your portfolio's performance. ### Does Planswell Wealth offer personalized investment advice? Yes, Planswell Wealth provides personalized investment recommendations based on your individual financial goals and risk appetite. ### How often is Planswell Wealth updated? The latest version of Planswell Wealth is 6.0.0, last updated on December 20, 2025. Updates typically include new features and performance improvements. ### What devices does Planswell Wealth support? Planswell Wealth is available on iPhone, iPad, and iPod. It is designed for iOS devices. ### What is the age rating for Planswell Wealth? Planswell Wealth has an age rating of 17+, indicating it is suitable for users aged 17 and above. ### Does Planswell Wealth have ads? No, Planswell Wealth does not contain advertisements. It offers a clean and uninterrupted user experience. ## Version history (last 5 releases) ### 6.0.0 — 2025-12-20 new version updated ### 5.0.0 — 2025-09-16 screenshot changed ### 4.0.0 — 2025-08-28 new features added. ### 3.9.6 — 2024-10-08 Bug fixes and performance enhancements ### 3.9.1 — 2024-08-22 Bug fixes and performance enhancements ## Apps similar to Planswell Wealth | App | Rating | Price | Category | | --- | --- | --- | --- | | [Willow Wealth](https://appshunter.io/ios/app/willow-wealth/id1437754463) | 4.6 (1,637) | Free | Finance | | [Compound Interest Calc](https://appshunter.io/ios/app/compound-interest-calc/id1509212588) | 4.5 (220) | Free | Finance | | [The Retirement Planner](https://appshunter.io/ios/app/the-retirement-planner/id6462524908) | 5.0 (3) | Free | Finance | | [Grand Ridge Mobile Banking](https://appshunter.io/ios/app/grand-ridge-mobile-banking/id1262001566) | 4.8 (43) | Free | Finance | | [Retirement Calculator, Planner](https://appshunter.io/ios/app/retirement-calculator-planner/id1500376213) | 4.4 (307) | Free | Finance | | [Compounder](https://appshunter.io/ios/app/compounder/id1412552240) | 4.8 (3,438) | Free | Finance | ## Related topics [planswell](https://appshunter.io/ios/topics/planswell) --- *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 2026-06-11.*