Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track historical performance, download statements, and access investment tools like calculators for retirement and SIPs. Invest online in mutual funds with full transparency.
6.2.7
May 12, 2026
- 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
MoreWealth4Me allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a consolidated view of your entire financial holdings.
Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through Wealth4Me. The app tracks all orders until unit allotment for complete transparency.
Wealth4Me offers several useful calculators, including a Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator. These tools can help with financial planning.
The app provides complete portfolio reports that can be downloaded, including all asset types. You can also view historical performance and obtain transaction statements for any period.
Wealth4Me is available for both iPhone and iPad, allowing users to manage their finances across different Apple devices.
The latest version of Wealth4Me is 6.2.7, last updated on May 12, 2026. This indicates regular updates to improve functionality and security.
Wealth4Me has a rating of 3.5 stars based on 2 ratings. This suggests a generally positive but mixed user reception.
Wealth4Me does not contain advertisements. As a free application, it focuses on providing its financial management features without interruptions from ads.
