Free
Rating summary
About
Shreem 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
Key Features:
- Complete Portfolio report downloads.
- View historical Performance of your Portfolio easily.
- 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.
- 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
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What's New in Shreem Wealth
1.0.2
August 21, 2026
- 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
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