# Vyana Wealth

> Vyana Wealth (iPhone/iPad app by Vyana Wealth Management Private Limited.)

- Source: https://appshunter.io/ios/app/vyana-wealth/id1234166523 (this page in markdown: same URL + `.md`)
- Developer: [Vyana Wealth Management Private Limited](https://appshunter.io/developer/1234166522)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 99 MB
- Languages: English
- Released: 2017-05-14
- Data updated: 2026-05-15
- User reviews in markdown: https://appshunter.io/ios/app/vyana-wealth/id1234166523/reviews.md

## What is Vyana Wealth?

Vyana Wealth is an app brought to you by Vyana Wealth. This  App is for Investors to track their Investment Portfolio and know about Vyana Wealth . 

Products covered include Mutual Funds & Equity Shares.

Key Features of Vyana Wealth:

1. Family Portfolio: Check updated Family Portfolio.
2. Applicant Portfolio: Check updated Applicant wise Portfolio.
3. Asset Allocation: Get the details of your Net Worth and its composition.
4. My Risk: Check your Insurance Details
5. Scheme Allocation: Total exposure in different schemes and its current value.
6. Recent Transaction: Check your last 10 Transactions which have done.
7. Calculators: Contains different financial calculators for your help.
8. About Us: know about Vyana Wealth
9. Locate Us - To Contact Us


## Version history (last 5 releases)

### 6.1.1 — 2026-05-12

- 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

### 6.0.6 — 2026-03-20

- 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

### 6.0.1 — 2025-10-25

- 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

### 5.0.1 — 2025-09-04

- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter

### 2.4.0 — 2025-07-02

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

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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 2026-05-15.*