# PMPK Wealth

> Investment portfolio tracker for mutual funds and equity shares with financial tools. (iPhone/iPad app by PMPK Wealth Private Limited.)

- Source: https://appshunter.io/ios/app/pmpk-wealth/id1471960787 (this page in markdown: same URL + `.md`)
- Developer: [PMPK Wealth Private Limited](https://appshunter.io/developer/1471960786)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2019-07-13
- Data updated: 2026-08-26
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/pmpk-wealth/id1471960787/reviews.md

## What is PMPK Wealth?

PMPK Wealth is a FREE app brought to you by PMPK Wealth

This FREE App is for Investors to track their Investment Portfolio and know about our services.

Products covered include Mutual Funds & Equity Shares.

Key Features:

1. Investor Onboarding in 5 min.
2. Complete Paperless Process
3. Family Portfolio - Check updated Family Portfolio.
4. Applicant Portfolio - Check updated Applicant wise Portfolio.
5. Asset Allocation - Get the details of your Net Worth and its composition.
6. Sector Allocation - Get to know sector-wise allocation of your investment.
7. Scheme Allocation - Total exposure in different schemes and its current value.
8. One Day Change - Check how your Schemes performed yesterday.
9. Latest NAV - Track the NAV for any schemes.
10. Scheme Performance - Check the Top Performing Scheme based on returns.
11. By Folio - Check your scheme-wise and folio wise balance units and current values.
12. Tools - Contains different financial calculators for your help.

PS: To access portfolio in this app you must have Online Portfolio Viewer Account provided by PMPK

To get an account with us please email us at pmpkwealth@gmail.com

## Key features

- Investor onboarding in 5 minutes
- Paperless process
- Family and applicant portfolio tracking
- Asset and sector allocation details
- Scheme performance and NAV tracking
- Financial calculators


## Frequently asked questions about PMPK Wealth

### What is PMPK Wealth?

PMPK Wealth is a free finance application designed for investors to track their mutual fund and equity share portfolios. It provides detailed insights into net worth, asset allocation, and scheme performance.

### How do I access my portfolio in PMPK Wealth?

To access your portfolio within PMPK Wealth, you must have an Online Portfolio Viewer Account provided by PMPK. You can obtain an account by emailing pmpkwealth@gmail.com.

### What types of investments can I track with PMPK Wealth?

PMPK Wealth supports tracking of Mutual Funds and Equity Shares. It allows you to view your net worth, asset allocation, and sector-wise investment details for these products.

### Does PMPK Wealth offer financial calculators?

Yes, PMPK Wealth includes a 'Tools' section that contains various financial calculators to assist users with their financial planning and analysis.

### Is PMPK Wealth available on multiple devices?

Yes, PMPK Wealth is available for both iPhone and iPad, indicated by its support for these devices.

### How often is PMPK Wealth updated?

The latest version of PMPK Wealth is 4.4.3, and it was last updated on May 8, 2026. This suggests a commitment to regular updates and maintenance.

### What is the user rating for PMPK Wealth?

PMPK Wealth has a high user rating of 5.0 stars based on 2 ratings, indicating a very positive user experience.

### Is PMPK Wealth suitable for young users?

PMPK Wealth has an age rating of 4+, making it suitable for users aged 4 and above. The app focuses on financial tracking and tools.

## Version history (last 5 releases)

### 5.0.1 — 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

### 4.4.3 — 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

### 4.3.8 — 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

### 4.3.3 — 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

### 4.2.8 — 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 2026-08-26.*