# WealthCrest

> Comprehensive financial portfolio management and investment platform. (iPhone/iPad app by WEALTHCREST FINANCIAL SERVICES LLP.)

- Source: https://appshunter.io/ios/app/wealthcrest/id6739533772 (this page in markdown: same URL + `.md`)
- Developer: [WEALTHCREST FINANCIAL SERVICES LLP](https://appshunter.io/developer/1785864894)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 85 MB
- Languages: American English
- Released: 2024-12-19
- Data updated: 2026-08-27
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/wealthcrest/id6739533772/reviews.md

## What is WealthCrest?

WealthCrest 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
* 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
- Transaction statement generation
- Online mutual fund investment
- SIP and STP reporting
- Insurance premium tracking
- Financial calculators


## Frequently asked questions about WealthCrest

### 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.

## Version history (last 5 releases)

### 1.3.9 — 2026-08-14

- 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

### 1.3.8 — 2026-05-05

- 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

### 1.3.3 — 2026-03-10

- 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

### 1.2.8 — 2026-01-15

- 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

### 1.2.3 — 2025-10-20

- 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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*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 2026-08-27.*