# WealthCareIndia

> Comprehensive financial portfolio management and investment platform. (iPhone/iPad app by WC Securities Private Limited.)

- Source: https://appshunter.io/ios/app/wealthcareindia/id1635329624 (this page in markdown: same URL + `.md`)
- Developer: [WC Securities Private Limited](https://appshunter.io/developer/1635329686)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 85 MB
- Languages: American English
- Released: 2022-08-16
- Data updated: 2026-08-26
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/wealthcareindia/id1635329624/reviews.md

## What is WealthCareIndia?

WealthCareIndia 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

## Key features

- Complete portfolio reporting
- Historical performance tracking
- Online investment in mutual funds
- Advanced capital gain reports
- Financial calculators
- Insurance premium tracking

## Recent user reviews (3 of 3)

All indexed reviews: https://appshunter.io/ios/app/wealthcareindia/id1635329624/reviews.md

### 5/5 — Extremely useful and easy to operate App

*2022-09-22, version 1.0.1*

Gives complete information and analysis which is helpful to maximise returns

### 5/5 — Excellent app

*2022-09-06, version 1.0.1*

I would rate it 5 star. Give me updated portfolio and regular communication about market information. I am dealing with you from last 20 years.

### 5/5 — One of best application for financial matket investment

*2022-08-24, version 1.0.1*

Good application for investors . Provide detailed information and reports to make, track and performance of  investments. App providing holostic , eassy to understand view of reports for investment made and new opportunities.

## Frequently asked questions about WealthCareIndia

### What financial assets can I track with WealthCareIndia?

WealthCareIndia allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a holistic view of your financial holdings.

### Can I invest directly through WealthCareIndia?

Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through WealthCareIndia. The app tracks all orders until unit allotment for complete transparency.

### What kind of reports can I download from WealthCareIndia?

WealthCareIndia offers complete portfolio reports including all assets, transaction statements for any period, and one-click statement of account downloads for any Asset Management Company in India. Advanced Capital Gain Reports are also available.

### Does WealthCareIndia offer any financial calculators?

Yes, WealthCareIndia includes several useful calculators such as a Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator to aid in financial planning.

### How secure is WealthCareIndia for my financial data?

WealthCareIndia uses easy login via your Google email ID, suggesting a reliance on Google's security infrastructure. Specific security protocols beyond this are not detailed in the description.

### What devices is WealthCareIndia compatible with?

WealthCareIndia is available for both iPhone and iPad, indicating it is designed for iOS users. Compatibility with Android devices is not mentioned.

### How often is WealthCareIndia updated?

The latest version is 5.3.1, last updated on March 13, 2026. This indicates a recent update, though the frequency of updates is not explicitly stated.

### Does WealthCareIndia have ads?

No, WealthCareIndia does not contain advertisements. The app is free to use and does not display any ads to its users.

## Version history (last 5 releases)

### 6.0.1 — 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

### 5.4.1 — 2026-05-25

- 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

### 5.3.1 — 2026-03-13

- Mandatory Risk Profiling 
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator 
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Message
- Fixed Crashes & Other Issues

### 5.2.6 — 2026-01-20

- Introduced NSE Invest Cart
- Added NSE Invest-Track order functionality
- Added Client Search by Equity Code
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Conditions while login / signup
- Added Avg. Purchase NAV to be shown in portfolio detail screen
- Added Investment via short link
- Added BSE Cart Trusted Mode App
- Pay via Link option for BSE Trusted Mode
- Updated AMFI Links
- Fixed Crashes

### 5.2.1 — 2025-10-30

- 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

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## Related topics

[wealthcareindia](https://appshunter.io/ios/topics/wealthcareindia) · [wealthcare](https://appshunter.io/ios/topics/wealthcare)

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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 2026-08-26.*