# Simplus Financial

> Comprehensive wealth management app for tracking investments and financial planning. (iPhone/iPad app by Simplus Financial Consultancy Private Limited.)

- Source: https://appshunter.io/ios/app/simplus-financial/id1513532024 (this page in markdown: same URL + `.md`)
- Developer: [Simplus Financial Consultancy Private Limited](https://appshunter.io/developer/1513532023)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2020-05-22
- Data updated: 2026-08-18
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/simplus-financial/id1513532024/reviews.md

## What is Simplus Financial?

Simplus Financial 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 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 tracking
- Historical performance view
- Transaction statement download
- Online mutual fund investment
- Capital gain reports
- Financial calculators
- Insurance premium tracking

## Recent user reviews (2 of 2)

All indexed reviews: https://appshunter.io/ios/app/simplus-financial/id1513532024/reviews.md

### 5/5 — Simple UI

*2020-06-10*

Easy to navigate. Quick overview . Suggestion. Risk assessment. Everything seems right.

### 5/5 — A very nice app.

*2020-06-09*

Good UI and screen layouts 
User can easily check and track all their investments in one window and dash board view is very good and contains apt information.
So far not faced any issues while accessing it, nice work and good app by SIMPLUS.

## Frequently asked questions about Simplus Financial

### What types of assets can I track with Simplus Financial?

Simplus Financial allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This ensures a complete overview of your financial holdings within the app.

### Can I invest directly through Simplus Financial?

Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through Simplus Financial. The app tracks all your orders until the allotment of units, ensuring transparency in your investment process.

### What financial calculators are available in Simplus Financial?

Simplus Financial offers a suite of useful calculators including Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator. These tools assist in various financial planning scenarios.

### How does Simplus Financial handle portfolio reporting?

The app provides a complete portfolio report download that includes all your assets. You can also view historical performance and generate advanced Capital Gain Reports for better financial analysis.

### Is Simplus Financial available on multiple devices?

Simplus Financial is designed for both iPhone and iPad users, offering a consistent experience across Apple's mobile platforms. This allows for convenient access to your financial information on the go.

### How often is Simplus Financial updated?

The app was last updated on May 12, 2026, with version 4.3.2. While this indicates a recent update, the frequency of future updates will depend on the developer's release schedule.

### Does Simplus Financial have ads?

No, Simplus Financial does not contain advertisements. The app is designed to provide a clean and uninterrupted user experience for managing your finances.

### What is the age rating for Simplus Financial?

Simplus Financial has an age rating of 4+, making it suitable for a wide range of users. This rating suggests that the content is generally appropriate for most audiences.

## Version history (last 5 releases)

### 4.3.3 — 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

### 4.3.2 — 2026-05-12

- 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

### 4.2.7 — 2026-03-19

- 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

### 4.2.2 — 2026-03-05

General Update and Bug Fixes

### 4.2.1 — 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

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## Related topics

[simplus financial](https://appshunter.io/ios/topics/simplus-financial) · [simplus](https://appshunter.io/ios/topics/simplus)

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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 2026-08-18.*