# PLANWAY CAPITAL

> PLANWAY CAPITAL (iPhone/iPad app by PLANWAY CAPITAL.)

- Source: https://appshunter.io/ios/app/planway-capital/id6476260981 (this page in markdown: same URL + `.md`)
- Developer: [PLANWAY CAPITAL](https://appshunter.io/developer/1726317554)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2024-02-15
- Data updated: 2026-08-27
- User reviews in markdown: https://appshunter.io/ios/app/planway-capital/id6476260981/reviews.md

## What is PLANWAY CAPITAL?

Introducing PLANWAY CAPITAL - Your Ultimate Financial Companion

PLANWAY CAPITAL simplifies your financial management by offering a comprehensive suite of services to meet all your financial needs. Our state-of-the-art app ensures you stay in control of your complete financial portfolio, including assets like Mutual Funds, Equity Shares, Bonds, and Fixed Deposits.

Key Features:

1. **Complete Portfolio Reporting:** Download detailed portfolio reports encompassing all your assets for a comprehensive overview of your financial standing.

2. **Historical Performance Tracking:** Easily monitor the historical performance of your portfolio to make informed investment decisions.

3. **Convenient Login:** Seamlessly access your account using your Google email ID for a hassle-free login experience.

4. **Transaction Statements:** Retrieve transaction statements for any period, empowering you to track your financial activities effortlessly.

5. **One-Click Account Statement Download:** Download account statements from any Asset Management Company in India with just one click for streamlined record-keeping.

6. **Advanced Capital Gain Reports:** Gain insights into your capital gains with advanced reports to optimize your tax planning strategies.

7. **Online Mutual Fund Investments:** Invest online in any mutual fund scheme or new fund offer with ease. Track all orders until unit allotment for complete transparency.

8. **SIP Reporting:** Stay informed about your running and upcoming Systematic Investment Plans (SIPs) and Systematic Transfer Plans (STPs) with comprehensive reports.

9. **Folio Details:** Access folio details registered with each Asset Management Company (AMC) for efficient management of your mutual fund investments.

Calculators and Tools Available:

- Retirement Calculator
- SIP Calculator
- SIP Delay Calculator
- SIP Step-up Calculator
- Marriage Calculator
- EMI Calculator

PLANWAY CAPITAL is your one-stop destination for all your financial needs. Download the app today and take charge of your financial future with confidence.


## Version history (last 5 releases)

### 2.0.1 — 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

### 1.5.0 — 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

### 1.4.5 — 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

### 1.4.0 — 2026-01-30

- 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

### 1.3.5 — 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

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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 2026-08-27.*