# Wealthreserv

> Comprehensive investment portfolio tracker and online investment platform. (iPhone/iPad app by WEALTHRESERV FINANCIAL PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/wealthreserv/id1595803112 (this page in markdown: same URL + `.md`)
- Developer: [WEALTHRESERV FINANCIAL PRIVATE LIMITED](https://appshunter.io/developer/1595803114)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 99 MB
- Languages: English
- Released: 2021-12-02
- Data updated: 2026-06-08
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/wealthreserv/id1595803112/reviews.md

## What is Wealthreserv?

Wealthreserv is one-stop shopping for all your investment 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 download
- Online mutual fund investing
- SIP and STP tracking
- Insurance premium reminders
- Financial calculators


## Frequently asked questions about Wealthreserv

### 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.

## Version history (last 5 releases)

### 1.8.2 — 2026-05-23

- 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

### 1.7.7 — 2026-03-19

- 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

### 1.7.2 — 2026-01-21

General Update and Bug Fixes

### 1.7.1 — 2026-01-17

General Update and Bug Fixes

### 1.7.0 — 2026-01-14

General Update and Bug Fixes

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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 2026-06-08.*