About
Manage your entire financial portfolio, including mutual funds, stocks, bonds, and insurance. Track investments, view historical performance, and generate detailed reports. Invest in mutual funds and new offers with transparent order tracking.
What's New in WealthCrest
1.3.8
May 5, 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
MoreFAQ
What types of assets can I track with WealthCrest?
WealthCrest allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a one-stop solution for managing your complete financial portfolio.
Can I invest directly through WealthCrest?
Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through WealthCrest. The app provides transparent tracking of all your orders until the allotment of units.
Does WealthCrest offer tools for financial planning?
WealthCrest includes several useful calculators and tools for financial planning, such as a Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator.
How can I get reports from WealthCrest?
You can download complete portfolio reports, transaction statements for any period, and even a 1-Click Statement of Account for any Asset Management Company in India. Advanced Capital Gain Reports are also available.
What is the update frequency for WealthCrest?
WealthCrest was last updated on May 5, 2026, with version 1.3.8. While specific update frequency isn't detailed, this indicates active development and maintenance.
Is WealthCrest available on multiple devices?
Yes, WealthCrest is available for both iPhone and iPad, allowing you to manage your finances across different Apple devices.
What is the user rating for WealthCrest?
WealthCrest has received an excellent rating of 5.0 stars from 1 rating, indicating a highly positive user experience based on available data.
Does WealthCrest have ads?
No, WealthCrest does not contain advertisements. The app is free to use and does not display any ads to its users.