# Symphonia Wealth > Comprehensive wealth management app for tracking and investing in financial assets. (iPhone/iPad app by SYMPHONIA WEALTH PRIVATE LIMITED.) - Source: https://appshunter.io/ios/app/symphonia-wealth/id1565936130 (this page in markdown: same URL + `.md`) - Developer: [SYMPHONIA WEALTH PRIVATE LIMITED](https://appshunter.io/developer/1565936132) - Category: Finance - Price: Free - Rating: 4.90/5 from 9 App Store ratings · 2 written reviews indexed - Age rating: 4+ - Requires: iOS 16.0 · 87 MB - Languages: American English - Released: 2021-05-05 - Data updated: 2026-09-07 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/symphonia-wealth/id1565936130/reviews.md ## What is Symphonia Wealth? Symphonia Wealth 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 - Historical performance analysis - Online mutual fund investments - Advanced capital gain reports - Retirement and SIP calculators - Insurance premium tracking ## Recent user reviews (2 of 2) All indexed reviews: https://appshunter.io/ios/app/symphonia-wealth/id1565936130/reviews.md ### 5/5 — Good app *2024-08-27, version 8.3.3* A very good and user friendly product with easy operation ### 2/5 — Google sign in *2022-06-13, version 2.0.8* Pls provide google sign in option on mobile app ## Frequently asked questions about Symphonia Wealth ### 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. ## Version history (last 5 releases) ### 9.4.1 — 2026-08-30 - 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 ### 9.4.0 — 2026-08-29 - 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 ### 9.3.9 — 2026-08-28 - 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 ### 9.3.8 — 2026-08-27 - 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 ### 9.3.7 — 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 ## Apps similar to Symphonia Wealth | App | Rating | Price | Category | | --- | --- | --- | --- | | [MIRA Money : My Wealth Manager](https://appshunter.io/ios/app/mira-money-my-wealth-manager/id1661747827) | 5.0 (5) | Free | Finance | | [PL Capital: Stocks, MF, IPO](https://appshunter.io/ios/app/pl-capital-stocks-mf-ipo/id6742810801) | — | Free | Finance | | [HSBC Digital Dost](https://appshunter.io/ios/app/hsbc-digital-dost/id6443617738) | — | Free | Finance | | [Business Bank App](https://appshunter.io/ios/app/business-bank-app/id6446134824) | — | Free | Finance | | [Equirus Wealth](https://appshunter.io/ios/app/equirus-wealth/id1533039075) | 5.0 (1) | Free | Finance | | [Akola Urban - Mobile banking](https://appshunter.io/ios/app/akola-urban-mobile-banking/id6477566817) | — | Free | Finance | ## Related topics [symphonia wealth](https://appshunter.io/ios/topics/symphonia-wealth) --- *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 2026-09-07.*