ValU Wealth Care

ValU Wealth Care

by Excel Net Solutions Private Limited

3 ratings
Free

Rating summary
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Details

  • Released
  • Updated
  • June 10, 2024
  • May 15, 2026

Features

ValU Wealth Care screenshot #1 for iPhone
ValU Wealth Care screenshot #2 for iPhone
ValU Wealth Care screenshot #3 for iPhone
ValU Wealth Care screenshot #4 for iPhone
ValU Wealth Care screenshot #5 for iPhone
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About

Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track historical performance, download statements, and invest online. Includes various financial calculators for planning.

โœ“Complete portfolio reporting
โœ“Historical performance tracking
โœ“Online investment in mutual funds
โœ“Transaction and statement downloads
โœ“Capital gain reports
โœ“SIP and insurance tracking
โœ“Financial calculators
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What's New in ValU Wealth Care

1.4.7

May 15, 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 assets can I track with ValU Wealth Care?

ValU Wealth Care 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.

How secure is my financial data with ValU Wealth Care?

The app offers easy login via your Google email ID, suggesting integration with Google's security protocols. Specific details on encryption and data protection measures are not provided in the description.

Can I invest directly through ValU Wealth Care?

Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through the app. It also allows you to track all your orders until the allotment of units for transparency.

What kind of reports can I download from ValU Wealth Care?

You can download complete portfolio reports including all assets, transaction statements for any period, and a one-click statement of account for any Asset Management Company in India. Advanced Capital Gain Reports are also available.

Does ValU Wealth Care offer any financial planning tools?

Yes, the app includes several useful calculators and tools for financial planning, such as Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator.

How often is ValU Wealth Care updated?

The latest version is 1.4.7, released on 2026-05-15. While the last update date is in the future, indicating potential for regular updates, the frequency is not explicitly stated.

What devices is ValU Wealth Care compatible with?

ValU Wealth Care is available for iPhone and iPad users. It is designed to provide a seamless experience across these Apple mobile devices.

What is the user sentiment for ValU Wealth Care?

The app has a rating of 4.3 stars from 3 ratings. This indicates generally positive user feedback, though the small number of reviews means sentiment may not be fully representative.