# Wallet4Wealth

> Comprehensive personal finance portfolio tracker and investment platform. (iPhone/iPad app by WALLET FINSERVE PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/wallet4wealth/id1472973745 (this page in markdown: same URL + `.md`)
- Developer: [WALLET FINSERVE PRIVATE LIMITED](https://appshunter.io/developer/1472973744)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2019-07-24
- Data updated: 2026-08-21
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/wallet4wealth/id1472973745/reviews.md

## What is Wallet4Wealth?

Wallet4Wealth is one-stop shopping for all your investment 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
- Advanced capital gain reports
- SIP and retirement calculators
- Transaction statement download


## Frequently asked questions about Wallet4Wealth

### What types of assets can I track with Wallet4Wealth?

Wallet4Wealth 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 consolidated in one place for easy management.

### Can I invest directly through Wallet4Wealth?

Yes, you can invest online directly in any mutual fund scheme or New Fund Offer through Wallet4Wealth. The app provides transparency by tracking all your orders until the allotment of units.

### What financial calculators are available in Wallet4Wealth?

Wallet4Wealth offers several useful calculators including Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator to aid in financial planning.

### How secure is my financial data with Wallet4Wealth?

The app offers easy login via your Google email ID, suggesting a reliance on Google's security infrastructure. While specific security protocols are not detailed, using established login methods is a common practice for financial apps.

### Can I download my portfolio reports from Wallet4Wealth?

Yes, Wallet4Wealth provides a complete portfolio report download that includes all your assets. You can also download transaction statements for any period and a one-click statement of account for any Asset Management Company in India.

### How often is Wallet4Wealth updated?

The latest version of Wallet4Wealth is 9.7.4, last updated on May 28, 2026. This indicates a commitment to regular updates and feature enhancements for users.

### Is Wallet4Wealth available on multiple devices?

Wallet4Wealth is available for both iPhone and iPad users, allowing you to manage your finances across different Apple devices.

### Does Wallet4Wealth have ads?

No, Wallet4Wealth does not contain advertisements. The app is free to use and does not display any ads, providing an uninterrupted user experience.

## Version history (last 5 releases)

### 9.7.6 — 2026-08-17

- 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

### 9.7.5 — 2026-08-06

General update and bug fixes

### 9.7.4 — 2026-05-28

- 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

### 9.5.8 — 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

### 9.5.3 — 2026-01-20

- 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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*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.*