# VKD wealth

> Comprehensive financial portfolio management and investment tracking app. (iPhone/iPad app by VKD Wealth.)

- Source: https://appshunter.io/ios/app/vkd-wealth/id6736984398 (this page in markdown: same URL + `.md`)
- Developer: [VKD Wealth](https://appshunter.io/developer/1774233657)
- Category: Finance
- Price: Free
- Rating: 4.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 98 MB
- Languages: English
- Released: 2024-10-17
- Data updated: 2026-06-07
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/vkd-wealth/id6736984398/reviews.md

## What is VKD wealth?

VKD wealth 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
* 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
- Transaction statement generation
- Online investment in mutual funds
- SIP and STP reports
- Insurance premium tracking
- Financial calculators


## Frequently asked questions about VKD wealth

### What financial assets can I track with VKD wealth?

VKD wealth allows you to track a comprehensive range of financial assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance.

### Can I download reports from VKD wealth?

Yes, VKD wealth offers complete portfolio report downloads, transaction statements for any period, and advanced capital gain reports.

### Does VKD wealth support online investing?

Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through VKD wealth and track all orders until unit allotment.

### What calculators are available in VKD wealth?

VKD wealth includes several useful calculators such as Retirement, SIP, SIP Delay, SIP Step up, Marriage, and EMI calculators to aid in financial planning.

### How often is VKD wealth updated?

The latest version of VKD wealth is 1.4.1, and it was last updated on 2026-05-05, indicating regular updates for features and performance.

### What devices is VKD wealth compatible with?

VKD wealth is available for iPhone and iPad, making it accessible for users on Apple's mobile and tablet platforms.

### What is the user rating for VKD wealth?

VKD wealth has a rating of 4.0 stars based on one user review, suggesting a generally positive user experience.

### Does VKD wealth have ads?

Based on the provided data, VKD wealth does not contain advertisements.

## Version history (last 5 releases)

### 1.4.1 — 2026-05-05

- 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

### 1.3.1 — 2026-01-15

- 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

### 1.2.6 — 2025-10-20

- 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

### 1.2.1 — 2025-07-02

- Added NSE/BSE New Nominee Requirements
- Other fixes and updates

### 1.0.6 — 2025-03-20

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.

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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 2026-06-07.*