# Sankapale Wealth

> Comprehensive financial portfolio management and investment tracking app. (iPhone/iPad app by SANKAPALE FINSERV PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/sankapale-wealth/id6476967236 (this page in markdown: same URL + `.md`)
- Developer: [SANKAPALE FINSERV PRIVATE LIMITED](https://appshunter.io/developer/1728405658)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 87 MB
- Languages: American English
- Released: 2024-01-31
- Data updated: 2026-08-19
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/sankapale-wealth/id6476967236/reviews.md

## What is Sankapale Wealth?

Sankapale 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
- Advanced capital gain reports
- SIP and STP tracking
- Financial calculators

## Recent user reviews (2 of 2)

All indexed reviews: https://appshunter.io/ios/app/sankapale-wealth/id6476967236/reviews.md

### 5/5 — Very good service

*2024-04-25, version 1.0.5*

Very good service and handy app

### 5/5 — Good Service

*2024-04-19, version 1.0.5*

Very good app and valuable guidance from experience team regarding Mutual Fund and SIP planner

## Frequently asked questions about Sankapale Wealth

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

Sankapale Wealth allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a consolidated view of your entire financial portfolio.

### Can I invest directly through Sankapale Wealth?

Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through Sankapale Wealth. The app tracks all your orders until the allotment of units for complete transparency.

### What kind of reports can I download from Sankapale Wealth?

You can download complete portfolio reports including all assets, transaction statements for any period, and a 1-Click Statement of Account for any Asset Management Company in India. Advanced Capital Gain Reports are also available.

### Does Sankapale Wealth offer any financial calculators?

Sankapale Wealth includes several useful 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 secure is my financial data with Sankapale Wealth?

The app uses easy login via your Google email ID, suggesting a reliance on Google's security infrastructure for authentication. Specific details on data encryption and storage security are not provided in the description.

### Is Sankapale Wealth available on multiple devices?

Yes, Sankapale Wealth is available for both iPhone and iPad, allowing users to manage their finances across different Apple devices.

### How often is Sankapale Wealth updated?

The app was last updated on March 10, 2026, indicating a recent update. The version number is 9.3.4, suggesting a mature and actively maintained application.

### Does Sankapale Wealth have ads?

No, Sankapale Wealth does not contain advertisements. The app is free to use and does not display any ads to its users.

## Version history (last 5 releases)

### 9.4.0 — 2026-08-13

- 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

### 9.3.9 — 2026-05-05

- 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

### 9.3.4 — 2026-03-10

- 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

### 9.2.9 — 2026-01-15

- 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

### 9.2.4 — 2025-10-30

- 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 2026-08-19.*