# Wholelife Fin Service

> Comprehensive financial portfolio management and investment tracking tool. (iPhone/iPad app by Excel Net Solutions Private Limited.)

- Source: https://appshunter.io/ios/app/wholelife-fin-service/id1362563466 (this page in markdown: same URL + `.md`)
- Developer: [Excel Net Solutions Private Limited](https://appshunter.io/developer/1108471137)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 92 MB
- Languages: American English
- Released: 2018-03-23
- Data updated: 2026-07-07
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/wholelife-fin-service/id1362563466/reviews.md

## What is Wholelife Fin Service?

Wholelife Fin Service 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
- Easy login via your Google email id.
- 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
- Online investment in mutual funds
- SIP and STP tracking
- Insurance premium reminders
- Financial calculators


## Frequently asked questions about Wholelife Fin Service

### 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.

## Version history (last 5 releases)

### 4.6.8 — 2025-10-30

- 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

### 4.4.1 — 2025-08-27

- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter

### 4.3.9 — 2025-06-17

- Added NSE/BSE New Nominee Requirements
- Other fixes and updates

### 4.3.0 — 2025-02-17

- BSE Order history - Added action to fetch Real time order status
- New Investment NSE - Added option to Choose Folio bank
- Enhanced Security Measures
- Goal Planner - Edit / Delete Goals
- Capital Gain Unrealized - As per New Income tax rules
- Changed NSE Add Bank to Manage Banks and improved it's functionality
- Improved Transactions Screen
- Fixed BSE, MFU Order placing issues
- Fixed One-Day Change in Shares/Bonds.

### 4.2.9 — 2025-01-09

- Added CAS Import
- Capital Gain Report for FY 2024-25
- Added Nominee & Guardian relation in onboarding
- Added Mobile & Email Relationship in onboarding
- Fixed Order Purchase Confirmation issue
- Updated MFU onboarding as per New Norms
- Updated MFU Mandate Authorisation Process

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All apps by Excel Net Solutions Private Limited: https://appshunter.io/developer/1108471137

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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 2026-07-07.*