
About
Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track performance, download reports, and invest online. Includes helpful calculators for retirement, SIPs, and EMIs.
What's New in Symphonia Wealth
9.3.1
May 7, 2026
- 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
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FAQ
What types of financial assets can I track with Symphonia Wealth?
Symphonia Wealth allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a consolidated view of your entire financial portfolio.
Can I download reports from Symphonia Wealth?
Yes, Symphonia Wealth offers complete portfolio report downloads that include all your assets. You can also download transaction statements for any period and one-click statements of account for any Asset Management Company in India.
How does Symphonia Wealth handle online investments?
You can invest online directly in any mutual fund scheme or New Fund Offer through Symphonia Wealth. The app tracks all your orders until unit allotment, ensuring complete transparency in the investment process.
What calculators are available in Symphonia Wealth?
Symphonia Wealth includes several useful financial calculators such as a Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator to aid in your financial planning.
How secure is my financial information with Symphonia Wealth?
Symphonia Wealth uses easy login via your Google email ID, suggesting a reliance on Google's security infrastructure. Specific details on encryption and data protection beyond this are not provided in the description.
How often is Symphonia Wealth updated?
The latest version of Symphonia Wealth is 9.2.6, last updated on March 12, 2026. This indicates a recent and active development cycle for the application.
What devices does Symphonia Wealth support?
Symphonia Wealth is available on both iPhone and iPad, providing a consistent experience for Apple users managing their finances.
Does Symphonia Wealth have ads?
No, Symphonia Wealth does not contain advertisements. The app is free to download and use without any ad interruptions.




