About
Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track investments, view historical performance, and generate detailed reports. Invest online and stay informed about your financial goals.
What's New in Wholelife Fin Service
4.6.8
October 30, 2025
- 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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FAQ
What types of 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 holistic view of your complete financial portfolio.
Can I invest directly through Wholelife Fin Service?
Yes, you can invest online directly in any mutual fund scheme or New Fund Offer through Wholelife Fin Service. The app tracks all your orders until the allotment of units, ensuring complete transparency.
Does Wholelife Fin Service offer any financial planning tools?
Yes, Wholelife Fin Service includes several calculators and tools to aid in financial planning. These include Retirement, SIP, SIP Delay, SIP Step up, Marriage, and EMI calculators.
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. Specific security protocols beyond this are not detailed, but it aims to provide a secure platform for managing financial data.
What is the update frequency for Wholelife Fin Service?
The app was last updated on October 30, 2025, with version 4.6.8. This indicates active development and regular updates to improve functionality and security.
Is Wholelife Fin Service available on multiple devices?
Yes, Wholelife Fin Service is supported on both iPhone and iPad, allowing users to manage their finances across different Apple devices.
What is the user rating for Wholelife Fin Service?
Wholelife Fin Service has an excellent rating of 5.0 stars from 1 rating. This suggests a highly positive user experience from its current user base.
Does Wholelife Fin Service have ads?
No, Wholelife Fin Service does not contain advertisements. The app is free to download and use without any ad interruptions.
