# Sinhasi Wealth

> Sinhasi Wealth (iPhone/iPad app by SINHASI CONSULTANTS PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/sinhasi-wealth/id6755240400 (this page in markdown: same URL + `.md`)
- Developer: [SINHASI CONSULTANTS PRIVATE LIMITED](https://appshunter.io/developer/1852768933)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2025-11-19
- Data updated: 2026-09-01
- User reviews in markdown: https://appshunter.io/ios/app/sinhasi-wealth/id6755240400/reviews.md

## What is Sinhasi Wealth?

Track & manage your wealth anytime, anywhere - exclusively for Sinhasi clients.

Sinhasi Wealth is a comprehensive portfolio tracking and wealth management application designed exclusively for Sinhasi clients. Built to offer clarity, control, and convenience, the app brings your entire financial world into one secure and intuitive platform — accessible 24x7.

Whether you want to review your investments, track progress towards your goals, or access important financial documents, Sinhasi Wealth provides a seamless and transparent digital experience aligned with Sinhasi’s disciplined wealth management approach.

Key Features

• Portfolio Valuation & Summary
Get an instant, consolidated view of your net worth across all your investments.

• Detailed Asset Allocation
Understand your portfolio composition across asset classes to ensure balanced and aligned investing.

• Transaction & Capital Gain Reports
Access all your buy/sell transactions, capital gains, dividend statements, and profit & loss summaries — anytime.

• Portfolio Performance & Rebalancing
Monitor how your portfolio is performing and receive insights for timely rebalancing.

• Portfolio Snapshot & Investment Journey
Track how your wealth has grown over time with intuitive charts and timelines.

• SIP Tracker
Stay on top of your systematic investments with real-time tracking.

• Goal Planner
Plan, monitor, and update your financial goals with ease.

• Insurance Policies
View and manage your insurance portfolio in one place.

• Document Vault
Securely store and access your financial documents whenever you need them.

• 24×7 Access
Your financial world — available around the clock, wherever you are.


## Version history (last 5 releases)

### 1.1.8 — 2026-08-26

- 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

### 1.1.2 — 2026-03-26

- 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

### 1.0.7 — 2026-02-02

- 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

### 1.0.2 — 2025-11-20

1. App name change.

### 1.0.1 — 2025-11-19

No release notes.

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## Related topics

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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 2026-09-01.*