# ValU Wealth Care

> Comprehensive personal finance portfolio tracker and investment platform. (iPhone/iPad app by Excel Net Solutions Private Limited.)

- Source: https://appshunter.io/ios/app/valu-wealth-care/id6503944122 (this page in markdown: same URL + `.md`)
- Developer: [Excel Net Solutions Private Limited](https://appshunter.io/developer/1108471137)
- Category: Finance
- Price: Free
- Rating: 4.30/5 from 3 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 85 MB
- Languages: American English
- Released: 2024-06-10
- Data updated: 2026-08-21
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/valu-wealth-care/id6503944122/reviews.md

## What is ValU Wealth Care?

ValU Wealth Care is one-stop shopping for all your Financial 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 portfolio reporting
- Historical performance tracking
- Online investment in mutual funds
- Transaction and statement downloads
- Capital gain reports
- SIP and insurance tracking
- Financial calculators


## Frequently asked questions about ValU Wealth Care

### 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.

## Version history (last 5 releases)

### 2.0.1 — 2026-08-19

- 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

### 1.4.7 — 2026-05-15

- 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

### 1.4.5 — 2026-05-07

- 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

### 1.4.0 — 2026-03-13

- Mandatory Risk Profiling 
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator 
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Message
- Fixed Crashes & Other Issues

### 1.3.7 — 2026-02-05

- 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

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## More apps by Excel Net Solutions Private Limited

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All apps by Excel Net Solutions Private Limited: https://appshunter.io/developer/1108471137

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*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 2026-08-21.*