# RVirat Wealth

> Comprehensive financial portfolio management and investment tracking app. (iPhone/iPad app by RVIRAT WEALTH LLP.)

- Source: https://appshunter.io/ios/app/rvirat-wealth/id1601418079 (this page in markdown: same URL + `.md`)
- Developer: [RVIRAT WEALTH LLP](https://appshunter.io/developer/1601418081)
- Category: Finance
- Price: Free
- Rating: 4.50/5 from 2 App Store ratings · 3 written reviews indexed
- Age rating: 4+
- Requires: iOS 16.0 · 87 MB
- Languages: American English
- Released: 2022-01-14
- Data updated: 2026-08-17
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/rvirat-wealth/id1601418079/reviews.md

## What is RVirat Wealth?

RVirat Wealth 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
- 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

## Key features

- Complete portfolio reporting
- Historical performance tracking
- Online mutual fund investments
- SIP and STP management
- Insurance premium tracking
- Capital gain reports
- Financial calculators

## Recent user reviews (3 of 3)

All indexed reviews: https://appshunter.io/ios/app/rvirat-wealth/id1601418079/reviews.md

### 5/5 — Great App !

*2025-08-14, version 2.0.3*

Best app with perfect UI. Easy to use and understand.

### 5/5 — Excellent App

*2024-04-02, version 2.0.3*

It’s very easy to use and covers all the required aspects for managing the portfolio.

### 5/5 — Good App

*2022-01-15, version 1.0.1*

Smooth and accurate app for wealth management

## Frequently asked questions about RVirat Wealth

### What financial assets can I track with RVirat Wealth?

RVirat Wealth allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a one-stop solution for managing your complete financial portfolio.

### Can I invest directly through RVirat Wealth?

Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through RVirat Wealth. The app tracks all orders until unit allotment, ensuring complete transparency.

### Does RVirat Wealth offer any financial calculators?

Yes, RVirat Wealth includes several useful financial calculators such as Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator to aid in your financial planning.

### How does RVirat Wealth handle portfolio reporting?

The app provides complete portfolio reports that can be downloaded, including all asset types. You can also view historical performance and generate advanced Capital Gain Reports.

### What is the update frequency for RVirat Wealth?

The latest version, 2.6.1, was last updated on 2026-05-22, indicating active development. While specific update frequency isn't detailed, the recent update suggests ongoing support and improvements.

### Is RVirat Wealth available on multiple devices?

RVirat Wealth is supported on both iPhone and iPad, making it accessible for users within the Apple ecosystem. This allows for convenient portfolio management across different devices.

### What is the user sentiment for RVirat Wealth?

Based on the available data, RVirat Wealth has a high rating of 4.5 stars from 2 ratings. This suggests a positive user experience among its current user base.

### Does RVirat Wealth have ads?

No, RVirat Wealth does not contain advertisements. The app is free to use and does not display any ads, providing an uninterrupted user experience.

## Version history (last 5 releases)

### 2.6.2 — 2026-08-14

- 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

### 2.6.1 — 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

### 2.4.1 — 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

### 2.3.6 — 2025-10-31

- 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

### 2.0.3 — 2024-03-26

Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active Insurance Policies, Fixed 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 2026-08-17.*
