About
Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track investments, view historical performance, and download detailed reports. Invest online and stay informed about your financial goals.
What's New in Wholelife Fin Service
4.7.0
October 30, 2026
- 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
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FAQ
What financial assets can I track with Wholelife Fin Service?
Wholelife Fin Service allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a consolidated view of your entire financial portfolio.
Can I invest directly through Wholelife Fin Service?
Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through Wholelife Fin Service. The app tracks all your orders until the allotment of units, ensuring complete transparency.
What kind of reports can I download from Wholelife Fin Service?
You can download complete portfolio reports, transaction statements for any period, and one-click statements of account for any Asset Management Company in India. Advanced Capital Gain Reports are also available.
Does Wholelife Fin Service offer any financial calculators?
Yes, Wholelife Fin Service includes several useful calculators such as Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator to aid in financial planning.
How secure is my financial data with Wholelife Fin Service?
The app offers easy login via your Google email ID, suggesting a reliance on Google's security infrastructure. While specific security measures are not detailed, financial apps typically employ encryption and other standard security protocols.
How often is Wholelife Fin Service updated?
The latest version of Wholelife Fin Service is 4.7.0, last updated on October 30, 2026. This indicates a recent update, suggesting the app is actively maintained.
What devices is Wholelife Fin Service available on?
Wholelife Fin Service is available on both iPhone and iPad, making it accessible to a wide range of Apple users.
What is the user rating for Wholelife Fin Service?
Wholelife Fin Service has a perfect rating of 5.0 stars from 1 rating. This indicates a highly positive initial user experience.
