# Vista Wealth Care

> Comprehensive financial portfolio management and investment tracking app. (iPhone/iPad app by Excel Net Solutions Private Limited.)

- Source: https://appshunter.io/ios/app/vista-wealth-care/id1085532514 (this page in markdown: same URL + `.md`)
- Developer: [Excel Net Solutions Private Limited](https://appshunter.io/developer/1108471137)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 3 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 16.0 · 88 MB
- Languages: American English
- Released: 2016-02-23
- Data updated: 2026-08-22
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/vista-wealth-care/id1085532514/reviews.md

## What is Vista Wealth Care?

Vista 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
- Capital gain reports
- SIP and STP tracking
- Insurance premium reminders
- Financial calculators

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/vista-wealth-care/id1085532514/reviews.md

### 5/5 — Appreciated

*2024-07-24*

As of now experience is quite good, it feels always great to see your investment growing, thanks to the vista team

## Frequently asked questions about Vista Wealth Care

### What financial assets can I track with Vista Wealth Care?

Vista Wealth Care allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This ensures all your financial holdings are visible in one place.

### Can I invest directly through Vista Wealth Care?

Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through Vista Wealth Care. The app provides transparency by tracking all orders until the allotment of units.

### Does Vista Wealth Care offer any financial planning tools?

Vista Wealth Care includes several useful calculators and tools for financial planning, such as Retirement Calculator, SIP Calculator, Marriage Calculator, and EMI Calculator. These tools can help you plan for future financial needs.

### How does Vista Wealth Care handle security?

The app offers easy login via your Google email ID, providing a convenient and secure way to access your financial information. Specific security protocols beyond this are not detailed in the provided description.

### What kind of reports can I generate with Vista Wealth Care?

You can download complete portfolio reports including all assets, transaction statements for any period, and advanced Capital Gain Reports. It also offers one-click statement downloads for any Asset Management Company in India.

### How frequently is Vista Wealth Care updated?

The latest version of Vista Wealth Care is 6.2.1, last updated on May 15, 2026. This indicates a history of updates, though the exact frequency is not specified.

### Is Vista Wealth Care available on multiple devices?

Yes, Vista Wealth Care is supported on both iPhone and iPad, making it accessible for users across different Apple mobile devices. It is designed for iOS users.

### What is the user sentiment for Vista Wealth Care?

Vista Wealth Care has a perfect rating of 5.0 stars from 3 ratings, suggesting very positive user sentiment among its current user base. This indicates high satisfaction with the app's functionality.

## Version history (last 5 releases)

### 6.2.2 — 2026-08-15

- 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

### 6.2.1 — 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

### 6.1.1 — 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

### 6.0.6 — 2025-10-30

- 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

### 5.0.2 — 2025-09-17

- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Menu for Large IFA
- Updated Insurance Filter
- Fixed other crashes and bugs

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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 2026-08-22.*