# Utkrisht Prime Wealth > Comprehensive wealth management app for tracking and investing in financial assets. (iPhone/iPad app by VBFMS.) - Source: https://appshunter.io/ios/app/utkrisht-prime-wealth/id6451104889 (this page in markdown: same URL + `.md`) - Developer: [VBFMS](https://appshunter.io/developer/1696569108) - Category: Finance - Price: Free - Age rating: 4+ - Requires: iOS 16.0 · 93 MB - Languages: American English - Released: 2023-07-24 - Data updated: 2026-09-09 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/utkrisht-prime-wealth/id6451104889/reviews.md ## What is Utkrisht Prime Wealth? Utkrisht Prime Wealth offers a comprehensive solution for all your Wealth Management requirements, serving as a one-stop app. It empowers you to efficiently manage your Complete Financial Portfolio, comprising various assets such as Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. Key Features: 1. Obtain a detailed Portfolio report encompassing all your assets. 2. Easily access the historical Performance of your Portfolio. 3. Conveniently log in using your Google email id. 4. Retrieve transaction statements for any desired period. 5. Download Account Statements for any Asset Management Company in India with just one click. 6. Access Advanced Capital Gain Reports. 7. Invest Online in any Mutual fund scheme or New Fund Offer, while tracking all orders until unit allotment for complete transparency. 8. Stay informed about your Running and Upcoming SIPs (Systematic Investment Plans) and STPs (Systematic Transfer Plans) through the SIP Report. 9. Keep track of your Insurance policies and premium payment dates. 10. Access detailed Folio information registered with each Asset Management Company. With Utkrisht Prime Wealth, you can efficiently manage and monitor your financial assets and plan for a secure future. ## Key features - Complete financial portfolio management - Detailed portfolio and performance reports - Online investment in mutual funds - SIP/STP tracking - Insurance policy tracking - Transaction and account statement retrieval ## Recent user reviews (4 of 4) All indexed reviews: https://appshunter.io/ios/app/utkrisht-prime-wealth/id6451104889/reviews.md ### 5/5 — Best App *2026-06-18, version 6.1.6* Best ### 5/5 — Best App for Mutual Fund *2025-10-16, version 1.1.5* Best App ### 5/5 — Best Application and Good *2023-09-04, version 1.0.1* Its the best application for Mutual fund investment ### 5/5 — Best Investment App *2023-08-06, version 1.0.1* Easy to use. Easy to invest. Love this app ## Frequently asked questions about Utkrisht Prime Wealth ### What types of financial assets can I manage with Utkrisht Prime Wealth? Utkrisht Prime Wealth allows you to manage a comprehensive financial portfolio including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance policies. ### How does Utkrisht Prime Wealth help with investment tracking? The app provides detailed portfolio reports, historical performance tracking, and advanced capital gain reports. You can also track running and upcoming SIPs and STPs. ### Can I invest directly through Utkrisht Prime Wealth? Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through the app and track all orders until unit allotment. ### Does Utkrisht Prime Wealth offer insurance management features? Yes, you can keep track of your insurance policies and their premium payment dates within the app, ensuring you don't miss any deadlines. ### How secure is my financial data with Utkrisht Prime Wealth? The app offers convenient login using your Google email ID. While specific security protocols are not detailed, it is designed for managing sensitive financial information. ### What devices are supported by Utkrisht Prime Wealth? Utkrisht Prime Wealth is available for both iPhone and iPad devices, offering a seamless experience across Apple's mobile ecosystem. ### How often is Utkrisht Prime Wealth updated? The app was last updated on February 3, 2026, indicating a recent update. The latest version is 6.1.6. ### Does Utkrisht Prime Wealth have ads? No, Utkrisht Prime Wealth is ad-free, allowing for an uninterrupted user experience while managing your finances. ## Version history (last 5 releases) ### 6.1.6 — 2026-02-03 - 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 ### 6.0.1 — 2025-10-26 - 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 ### 1.1.6 — 2025-10-18 BSE Order history - Added action to fetch Real time order status, New Investment NSE - Added option to Choose Folio bank, Enhanced Security Measures, Goal Planner - Edit / Delete Goals, Capital Gain Unrealized - As per New Income tax rules, Changed NSE Add Bank to Manage Banks and improved it`s functionality, Improved Transactions Screen, Fixed BSE,MFU Order placing issues, Fixed One-Day Change in Shares/Bonds. ### 1.1.5 — 2025-10-16 BSE Order history - Added action to fetch Real time order status, New Investment NSE - Added option to Choose Folio bank, Enhanced Security Measures, Goal Planner - Edit / Delete Goals, Capital Gain Unrealized - As per New Income tax rules, Changed NSE Add Bank to Manage Banks and improved it`s functionality, Improved Transactions Screen, Fixed BSE,MFU Order placing issues, Fixed One-Day Change in Shares/Bonds. ### 1.0.1 — 2023-07-24 No release notes. ## Apps similar to Utkrisht Prime Wealth | App | Rating | Price | Category | | --- | --- | --- | --- | | [ShadowCap - My Wealth Manager](https://appshunter.io/ios/app/shadowcap-my-wealth-manager/id6778006891) | — | Free | Finance | | [AAA Merchant Bank](https://appshunter.io/ios/app/aaa-merchant-bank/id6758614331) | — | Free | Finance | | [Arham Wealth MF](https://appshunter.io/ios/app/arham-wealth-mf/id6754278465) | — | Free | Finance | | [BluRock One](https://appshunter.io/ios/app/blurock-one/id6748825038) | — | Free | Finance | | [Invexa](https://appshunter.io/ios/app/invexa/id6778827456) | — | Free | Finance | | [Karv Capital](https://appshunter.io/ios/app/karv-capital/id6758013220) | — | 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 2026-09-09.*