# Wealth Safari

> Wealth Safari (iPhone/iPad app by WEALTH SAFARI PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/wealth-safari/id6472653785 (this page in markdown: same URL + `.md`)
- Developer: [WEALTH SAFARI PRIVATE LIMITED](https://appshunter.io/developer/1717401910)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 98 MB
- Languages: English
- Released: 2023-11-20
- Data updated: 2026-05-17
- User reviews in markdown: https://appshunter.io/ios/app/wealth-safari/id6472653785/reviews.md

## What is Wealth Safari?

Wealth Safari 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
- 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


## Version history (last 5 releases)

### 3.1.1 — 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

### 3.0.1 — 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

### 2.1.1 — 2025-06-17

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

### 2.0.2 — 2025-02-17

- 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.

### 2.0.1 — 2025-01-14

- Added CAS Import
- Capital Gain Report for FY 2024-25
- Added Nominee & Guardian relation in onboarding
- Added Mobile & Email Relationship in onboarding
- Fixed Order Purchase Confirmation issue
- Updated MFU onboarding as per New Norms
- Updated MFU Mandate Authorisation Process

## Apps similar to Wealth Safari

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Venture Catalysts (Old)](https://appshunter.io/ios/app/venture-catalysts-old/id1638301408) | — | Free | Finance |
| [Raksha Bullion Live](https://appshunter.io/ios/app/raksha-bullion-live/id924759283) | — | Free | Finance |
| [CGB Mobile Banking](https://appshunter.io/ios/app/cgb-mobile-banking/id1604812812) | — | Free | Finance |
| [Investwell](https://appshunter.io/ios/app/investwell/id1149915972) | — | Free | Finance |
| [AARVIA Fintech](https://appshunter.io/ios/app/aarvia-fintech/id6447251651) | — | Free | Finance |
| [Allied Investments](https://appshunter.io/ios/app/allied-investments/id1614635381) | — | Free | Finance |

---

*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 2026-05-17.*