# Wealth Munshi

> Online lifestyle management advisory for financial planning and investment tracking. (iPhone/iPad app by WEALTH MUNSHI IMF PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/wealth-munshi/id1437142785 (this page in markdown: same URL + `.md`)
- Developer: [WEALTH MUNSHI IMF PRIVATE LIMITED](https://appshunter.io/developer/1468685283)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 11.0 · 52 MB
- Languages: American English
- Released: 2018-09-26
- Data updated: 2026-07-09
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/wealth-munshi/id1437142785/reviews.md

## What is Wealth Munshi?

Wealth Munshi is One of India’s Premier Online Lifestyle Management
Advisory.
Wealth Munshi is well positioned to leverage the rich on-field experience of the
board members since 2001 .
With More Than 3,700 retail investors & 68 Corporate Clients who have been
acquired Since Aug of 2001 in India, USA, Australia, Phillippines & UK .

The Financial Planning Pattern we follow:
Part 1: Financial Planning :
( Goal Based Financial Planning ,Track your existing Goal & Create new Goals )
Part 2: Transact Online :
( Sip , One-Time , Sell, Switch )
Part 3: Track Your & Your Family's Portfolio Together :
( Your Family’s Staggered Investments Together on one Platform)
Part 4: Track Your Long term & Short term Capital Gains tax :
( For Last 10 Years )
Part 5: Track All Your Investments Together :
( Build Your Model Portfolio via Mutual Funds ,Stocks ,Metals, Fixed Deposits,
Recurring Deposits, Insurance & Other Fixed Interest Investments etc)
Part 6: Get Alerts on Your Life / Health /Motor Insurance , Mutual Funds, Bonds
Etc !
( Get updates on your Sip Dates , Insurance Due Dates , Maturity etc )
Here is Our Financial Planning Process :
1. Personal / Corporate Goal Achievement Program.
2. Detailed Income & Expense Analysis.
3. Cash Flow Management.
4. Current Financial Resources.
5. Debt Management.
6. Goal Funding Analysis.
7. Life Insurance Analysis.
8. Risk Profiling.
9. Asset Allocation.
10. Opinion on Structured Investments.
11. Action Plan.
12.Tax Planning .
13.Detailed Personalized Project Report .
Goal in the First Year of Our Relation:
To provide an Access that is both informative & simple for a customer to Understand All
Suitable Financial Products.
To establish strategic Financial Solution with All Service Providers & More Than 13,000
Financial Products Available Currently.
Embedding online Support such as Proactive Chat, Skype, Whats App Etc.
Since We Work on all Financial Products hence Reducing Your Time on Shopping Around
For a Suitable Financial Solution & also provide a personalized service for customers At Door Step.
An Unbiased Advise !
Our Clients :
Non-Resident Indians (NRIs)
Business Executives
Doctors
Architects
Engineers
Entrepreneurs
Persons of Indian Origin (PIOs)
Returned to India (R2I)
High Net Worth Individuals (HNIs)
Professionals in varied areas
Corporates & Educational Institutes.
Our Team is a Part of The Prestigious MDRT( Million Dollar Round Table) For the last 16
years in Which less than 1% of the Global Financial Consulting Organizations qualify.
To Register for a Financial Health Check, Simply click on link below :
https://goo.gl/J98x52
Experience Professional Investing !
wealthmunshi@gmail.com
+91-93979- 98765.
website : http://wealthmunshi.com
______________________________
Wealth Munshi© is A Registered Mutual Funds Distributor with AMFI
(Association of Mutual Funds of India) & a Certified Financial Planner.
A Digitial Initiative By Sanghi Consultancy

## Key features

- Goal-based financial planning
- Online investment transactions (SIP, one-time, sell, switch)
- Consolidated portfolio tracking (individual & family)
- Capital gains tax tracking (10 years)
- Model portfolio building
- Investment and insurance alerts
- Income & expense analysis
- Debt and risk management

## Recent user reviews (10 of 10)

All indexed reviews: https://appshunter.io/ios/app/wealth-munshi/id1437142785/reviews.md

### 5/5 — Good for Investments

*2020-05-26, version 1.1*

Good for investments

### 5/5 — Excellent App

*2020-05-01, version 1.1*

Comprehensive yet simple to use. Gives all information one needs at a glance and allows important functions with few clicks. I have been using this app for few months and have found everything I care about at my finger tips.

### 4/5 — Wealth app review

*2020-04-06, version 1.1*

Excellent app but not very sure about data privacy .

### 5/5 — Excellent

*2020-03-20, version 1.1*

Excellent app and help u in understand ur portfolio and financial planning in a better way.

### 4/5 — Nice app

*2019-10-18, version 1.1*

Used wealth munshi app for the first time. Quite seamless experience. Very intuitive for the end customer!!

### 5/5 — Excellent App

*2019-06-29, version 1.1*

Excellent & Comprehensive App. Thanks
Sanghi gives Personalised Confidential Report (at a cost definitely) which is very comprehensive and detailed. I am trying to learn and see how beneficial the app and these tools are. Shall keep sharing my learning and updates. My expectation is for a busy person who is struggling hard to survive and get better financially, for someone with minimal knowledge on financial aspects, this app should educate and help smartly.  Thanks

### 5/5 — Good

*2019-06-15, version 1.0*

Excellent service & app is very intuitive for anyone. Good start for one to plan their financials & meet the goals

### 4/5 — Review

*2019-05-04, version 1.0*

have been using the app for 1 year
can check my portfolio instantly 
online platforms are good. I am not clear about the data privacy controls

### 5/5 — Nice app and very handy with current trends and your investment

*2019-01-15, version 1.0*

This app has very good planning tool as well!!!

### 5/5 — Nice app to stay afloat with market trends

*2018-12-04, version 1.0*

Nice app to stay afloat with market trends

## Frequently asked questions about Wealth Munshi

### What is Wealth Munshi?

Wealth Munshi is an online lifestyle management advisory service that provides comprehensive financial planning and investment management. It helps users achieve their financial goals through services like goal-based planning, online transactions, portfolio tracking, and tax management.

### Who is Wealth Munshi for?

Wealth Munshi caters to a wide range of clients including Non-Resident Indians (NRIs), business executives, doctors, engineers, entrepreneurs, high-net-worth individuals, and corporations. It aims to provide accessible financial solutions to diverse user groups.

### How does Wealth Munshi help with financial goals?

Wealth Munshi facilitates goal-based financial planning by allowing users to track existing goals and create new ones. It offers detailed analysis of income, expenses, cash flow, and debt to help fund these goals effectively.

### Can Wealth Munshi track investments and taxes?

Yes, Wealth Munshi enables users to track all their investments together, including mutual funds, stocks, and fixed deposits, in one place. It also helps in tracking long-term and short-term capital gains tax for the past 10 years.

### What kind of alerts does Wealth Munshi provide?

Wealth Munshi sends timely alerts for important financial events such as SIP dates, insurance due dates for life, health, and motor insurance, and investment maturity dates.

### Is Wealth Munshi available on multiple platforms?

Wealth Munshi is available on iPhone and iPod devices, as indicated by the supported devices list. Information regarding Android availability is not provided in the current data.

### When was Wealth Munshi last updated?

Wealth Munshi was last updated on January 6, 2021. The latest version available is 3.0.15.

### Does Wealth Munshi have ads?

No, Wealth Munshi does not contain advertisements. The app is free to use without any ad interruptions.

## Version history (last 4 releases)

### 3.0.15 — 2021-01-06

- Bug Fixes

### 3.0.13 — 2020-07-22

- Bug Fixes

### 1.1 — 2019-06-21

- Bug Fixes

### 1.0 — 2018-09-26

No release notes.

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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 2026-07-09.*