# Subha Roy > Comprehensive wealth management app for tracking financial portfolios and investments. (iPhone/iPad app by subha roy.) - Source: https://appshunter.io/ios/app/subha-roy/id1459846206 (this page in markdown: same URL + `.md`) - Developer: [subha roy](https://appshunter.io/developer/1459846205) - Category: Finance - Price: Free - Rating: 5.00/5 from 1 App Store ratings - Age rating: 4+ - Requires: iOS 16.0 · 85 MB - Languages: American English - Released: 2019-04-19 - Data updated: 2026-08-15 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/subha-roy/id1459846206/reviews.md ## What is Subha Roy? Subha Roy 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 financial portfolio tracking - Investment reporting and performance history - Online investment in mutual funds - SIP and STP tracking - Insurance premium reminders - Financial calculators ## Frequently asked questions about Subha Roy ### What financial assets can I track with Subha Roy? Subha Roy allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a holistic view of your complete financial portfolio. ### Can I invest directly through Subha Roy? Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through Subha Roy. The app tracks all your orders until the allotment of units, ensuring complete transparency. ### What kind of reports can I generate with Subha Roy? Subha Roy offers a variety of reports, including complete portfolio reports with all assets, historical performance, transaction statements for any period, and advanced capital gain reports. You can also download a 1-Click Statement of Account for any Asset Management Company in India. ### Does Subha Roy offer any financial calculators? Yes, Subha Roy includes several useful calculators and tools such as a Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator to aid in financial planning. ### How secure is my financial data with Subha Roy? The app utilizes easy login via your Google email ID, suggesting a reliance on Google's security infrastructure. While specific security protocols are not detailed, the use of established login methods is a common practice for financial apps. ### What devices is Subha Roy available on? Subha Roy is available on both iPhone and iPad devices. This allows users to manage their finances across different Apple mobile platforms. ### How often is Subha Roy updated? The latest version of Subha Roy is 6.2.6, last updated on May 22, 2026. This indicates a recent update, suggesting the app is actively maintained. ### What is the user sentiment for Subha Roy? Subha Roy has received a perfect 5.0-star rating from 1 review. This single review indicates a highly positive initial user experience, though more reviews would provide a broader sentiment. ## Version history (last 5 releases) ### 6.2.7 — 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 ### 6.2.6 — 2026-05-22 - 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 ### 6.0.6 — 2025-11-06 - 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 ### 5.0.2 — 2025-10-02 - Added Asset Composition Pie Chart - Fixed Calculators - Fixed Issues of NSE Invest - Fixed Other Crashes ### 2.2.7 — 2025-06-18 - Added NSE/BSE New Nominee Requirements - Other fixes and updates ## Apps similar to Subha Roy | App | Rating | Price | Category | | --- | --- | --- | --- | | [RDFinserv](https://appshunter.io/ios/app/rdfinserv/id6450178347) | — | Free | Finance | | [CDO Trader](https://appshunter.io/ios/app/cdo-trader/id1668097366) | — | Free | Finance | | [edge360- CAMS MFD/RIA App](https://appshunter.io/ios/app/edge360-cams-mfdria-app/id6756916388) | — | Free | Finance | | [MO Partner Digi Connect](https://appshunter.io/ios/app/mo-partner-digi-connect/id6502832515) | — | Free | Finance | | [AU Mutuals](https://appshunter.io/ios/app/au-mutuals/id6736969266) | — | Free | Finance | | [GoldPriceOneMobile](https://appshunter.io/ios/app/goldpriceonemobile/id6745550076) | 1.0 (1) | Free | Finance | --- *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 2026-08-15.*