# SavingsPoint Wealth Management

> SavingsPoint Wealth Management (iPhone/iPad app by SAVINGS POINT WEALTH MANAGEMENT (INDIA) PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/savingspoint-wealth-management/id1474354199 (this page in markdown: same URL + `.md`)
- Developer: [SAVINGS POINT WEALTH MANAGEMENT (INDIA) PRIVATE LIMITED](https://appshunter.io/developer/1363070515)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 12.2 · 52 MB
- Released: 2019-11-15
- Data updated: 2026-06-05
- User reviews in markdown: https://appshunter.io/ios/app/savingspoint-wealth-management/id1474354199/reviews.md

## What is SavingsPoint Wealth Management?

SavingsPoint Wealth Management  is a state of the art investment & insurance portfolio management App for customers 

 

With SavingsPoint Wealth Management  App, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss. 

 

Here are some of the many features of the SavingsPoint Wealth Management App:

a)      Get a summary view of the current status of your investments across asset classes

b)       Get a summary view of the insurance cover of all members in your family

c)        Drill down to full detail 

 d)       View Upcoming portfolio events 

e)      Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc.

f)       Get best in the class MF advisory

g)       Raise a service ticket to your advisor

 h)      Host of useful financial calculators to help you plan your short term and long term financial goals

i)        Digital Vault ñ access your important documents anytime from your Smartphone

j)             Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc.

k)            Track small saving investments like PPF, NSC, KVP, FD, RD etc.

l)            Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.

 
f)        Buy / Redeem / Switch Mutual Funds online from any AMC


## Version history (last 4 releases)

### 2.21 — 2025-12-22

Bug fixes and some enhancements

### 2.20 — 2025-10-14

Bug fixes and minor enhancements have been implemented

### 2.18 — 2022-02-14

Bug fixes and some enhancements New IPA

### 2.15 — 2019-11-15

No release notes.

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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 2026-06-05.*