Free

Details

  • Released
  • Updated
  • July 28, 2020
  • August 18, 2026

Features

Wealth Elite screenshot #1 for iPhone
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About

This app allows registered investors to manage their wealth by investing in mutual funds, tracking portfolios, and aligning investments with life goals. It offers a paperless process, research-backed portfolios, and features for earning extra returns on idle funds.

Portfolio management
Mutual fund investment
Wealth tracking
Goal-based investing
Paperless process
Online ATM for idle funds
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What's New in Wealth Elite

3.1.8

August 18, 2026

New Features & Enhancements: Elevate Your Experience with Our Latest Update: - Accessibility improvements for SEBI compliance. - Loan Management is Here! - Track and manage your loans seamlessly, all within the app. - Enhanced Security - Added Security Questions for an extra layer of account protection. - Daily SIP Investments - You can now start and manage Daily SIPs with ease. - Seamlessly access all exchanges — BSE, NSE & MFU — right at your fingertips! - Now transact smarter with the all-new BSE 2.0 available in the Transact section. - SIP Step-Up Now Available – Grow your investments automatically while starting a new SIP on NSE. - Top Up Your Existing SIP – Easily boost your ongoing NSE LIVE SIP anytime. - Investment Performance Graph – View your portfolio growth with a clear, interactive performance chart. - Download Wealth & P&L Reports – Instantly download your detailed Wealth Report and Profit & Loss statement anytime. - We’re excited to introduce multilingual support in 9 Languages.

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User reviews

A suggestion for developers of this app!

The MF portfolio page shows the total investments so far including MFs with active SIPs and MFs with lumpsump investments. There is no way of differentiating these two. Although there is a dedicated page for Live SIPs but it should also be visible in my MF portfolio page. There should be a mark or a way to identify the mutual funds in which my live SIPs is going on in the MF portfolio page itself. It will enhance the UX.
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Removed Day Change from Dashboard

A big thumbs down for removing the Day Change data from Dashboard, removing the most important metrics for investors is a huge a disappointment in the name of performance improvements, it has certainly resulted in a bad customer experience and to make it worse, user has to navigate through multiple options to get the data, I haven’t found the option which shows this metric yet.
What also bothers me is the preview images on search of this App in the App Store still shows this metric in the dashboard image which I feel in unethical and misleading users.
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Exceptional Wealth Management Partner – Wealth Elite

“Wealth Elite has been a trusted partner in my financial journey. Their dedicated management of my SIP investments, timely guidance, and personalized attention have helped me build wealth with confidence. I highly recommend their services to anyone looking for professional and dependable wealth management.” – Sanjay Shankla
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Great app

Well developed app and investment system. Helps me monitor my investments and very easy to use …

The app is asking to update

The app isn’t opening and asking to update although it is already updated to the latest version. Clicking on the update now button on the app is taking me to the app store page, where it shows already updated and open button. Clicking on it is taking me to the same app page, asking me to update. Can’t access the app, horrible interface.
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Developer apps

FAQ

Is Wealth Elite available on Android devices?

Wealth Elite is currently available for iPhone, iPad, and iPod. The provided data does not indicate support for Android devices.

What is the update frequency for Wealth Elite?

Wealth Elite was last updated on March 1, 2026, with version 3.1.2. This suggests a regular update schedule, though specific frequency is not detailed.

How secure is Wealth Elite?

Wealth Elite is managed on AWS Servers with bank-grade security to ensure the safety and privacy of your data. It is rated 4.3 stars from 28 ratings.

Can I invest in Wealth Elite without a registered account?

No, this app is exclusively for registered privileged investors. You must be a registered user to access its investment features.

Does Wealth Elite offer a free trial?

Wealth Elite is offered for free, so there is no trial period required. Users can access its features without initial payment.

What types of investments can I make with Wealth Elite?

Wealth Elite allows you to invest online in top-performing mutual fund schemes. You can also earn extra returns on idle money through its Online ATM feature.

How does Wealth Elite help with financial goals?

The Goal GPS feature in Wealth Elite allows you to map your investments to specific life goals such as child education, marriage, or retirement, providing purpose to your investments.

Does Wealth Elite have advertisements?

No, Wealth Elite does not contain advertisements. The app is free to use and does not display any ads.