# Prudent Wealth

> Prudent Wealth (iPhone/iPad app by PW FINANCIAL SERVICES PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/prudent-wealth/id1242908047 (this page in markdown: same URL + `.md`)
- Developer: [PW FINANCIAL SERVICES PRIVATE LIMITED](https://appshunter.io/developer/1481816139)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 85 MB
- Languages: American English
- Released: 2017-06-01
- Data updated: 2026-08-21
- User reviews in markdown: https://appshunter.io/ios/app/prudent-wealth/id1242908047/reviews.md

## What is Prudent Wealth?

Prudent Wealth
 is one-stop shopping for all your Wealth Management 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 Performance of your Portfolio easily
- Easy login via your Google email id.
- 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 — 2026-08-18

- 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

### 3.0.7 — 2026-07-29

General update and bug fixes

### 3.0.6 — 2026-05-22

- 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

### 2.9.1 — 2026-03-18

- 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

### 2.8.6 — 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

## Apps similar to Prudent Wealth

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Invest My Paisa](https://appshunter.io/ios/app/invest-my-paisa/id1601206306) | — | Free | Finance |
| [Mutual Funds SIP Calculator](https://appshunter.io/ios/app/mutual-funds-sip-calculator/id1609021094) | 5.0 (1) | Free | Finance |
| [SIP Calculator with SIP Plans](https://appshunter.io/ios/app/sip-calculator-with-sip-plans/id1611745058) | 4.9 (8) | Free | Finance |
| [My Portfolio Services](https://appshunter.io/ios/app/my-portfolio-services/id1280923397) | — | Free | Finance |
| [Track My Fund Portfolio India](https://appshunter.io/ios/app/track-my-fund-portfolio-india/id6499470261) | — | Free | Finance |
| [SIP Calculator - STP & SWP](https://appshunter.io/ios/app/sip-calculator-stp-and-swp/id6468647214) | — | Free | Finance |

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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 2026-08-21.*