About
Manage your complete investment portfolio, including mutual funds, equity, bonds, and insurance. Track historical performance, download statements, and invest online. Includes various financial calculators for planning.
What's New in Wealthreserv
1.8.2
May 23, 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 Wealthreserv?
Wealthreserv allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This ensures all your investments are visible in one place.
Can I invest directly through Wealthreserv?
Yes, you can invest online directly in any mutual fund scheme or New Fund Offer through Wealthreserv. The app also tracks your orders until unit allotment for transparency.
Does Wealthreserv offer financial planning tools?
Wealthreserv includes several calculators and tools to aid in financial planning. These include Retirement, SIP, SIP Delay, SIP Step up, Marriage, and EMI calculators.
How does Wealthreserv handle portfolio reporting?
Wealthreserv provides complete portfolio reports that can be downloaded, including all asset types. You can also view historical performance and transaction statements for any period.
Is Wealthreserv available on multiple devices?
Wealthreserv is available for both iPhone and iPad users, allowing you to manage your finances across Apple devices.
How often is Wealthreserv updated?
The latest version of Wealthreserv is 1.8.2, last updated on May 23, 2026. This indicates regular updates to improve functionality and security.
What is the user sentiment for Wealthreserv?
Wealthreserv has a perfect rating of 5.0 stars from 1 rating, suggesting a highly positive initial user experience. Users appreciate its comprehensive features and ease of use.
Does Wealthreserv have ads?
No, Wealthreserv is ad-free. The application does not contain advertisements, providing an uninterrupted user experience for managing your investments.
