# Wealth wise by Swadhyaay

> Wealth wise by Swadhyaay (iPhone/iPad app by SWADHYAAY IMF PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/wealth-wise-by-swadhyaay/id6446089180 (this page in markdown: same URL + `.md`)
- Developer: [SWADHYAAY IMF PRIVATE LIMITED](https://appshunter.io/developer/1675858857)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2023-03-21
- Data updated: 2026-08-30
- User reviews in markdown: https://appshunter.io/ios/app/wealth-wise-by-swadhyaay/id6446089180/reviews.md

## What is Wealth wise by Swadhyaay?

Wealth wise by Swadhyaay is one-stop shopping for all your Wealth Management 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)

### 3.0.1 — 2026-08-19

- 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

### 2.7.2 — 2026-06-12

General update and bug fixes

### 2.7.0 — 2026-06-11

General update and bug fixes

### 2.6.9 — 2026-06-03

General update and bug fixes

### 2.6.8 — 2026-05-26

- 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

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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 2026-08-30.*