# Winsight — Financial insight tool

> Financial insight tool (iPhone/iPad app by Winrich Professional Services Private Limited.)

- Source: https://appshunter.io/ios/app/winsight/id6711353568 (this page in markdown: same URL + `.md`)
- Developer: [Winrich Professional Services Private Limited](https://appshunter.io/developer/1644309868)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 15 · 70 MB
- Languages: American English
- Released: 2024-11-21
- Data updated: 2026-08-25
- User reviews in markdown: https://appshunter.io/ios/app/winsight/id6711353568/reviews.md

## What is Winsight?

A One-Stop Solution for Tracking All Your Financial Products
Our app is designed to simplify the management of your entire financial portfolio. With just a few taps, you can view and track all your financial products, including mutual funds, equity, fixed deposits, real estate investments, liquiloans, corporate bonds, insurance, and more—everything exclusively offered by Winrich Professional Services Pvt Ltd. This app is exclusively offered for our esteemed clients.

Key Features:
Comprehensive Portfolio Management: Seamlessly access and monitor all your investments in one place, from mutual funds to real estate, ensuring you have a clear overview of your financial standing.
 Tracking: Stay updated with daily insights and news articles, so you always know how your investments are performing.

Personalized Financial Insights: Get customized reports and analytics tailored to your portfolio, helping you make informed decisions with confidence.
Stay Informed with Relevant Financial News: Access the latest financial news directly within the app. Stay ahead of market trends, economic changes, and investment opportunities with up-to-date information that matters to your portfolio.

Secure and Reliable: We prioritize your security with advanced encryption and privacy measures, ensuring that your financial data is safe and secure.
User-Friendly Experience: Enjoy a smooth, intuitive interface that makes managing your investments easier than ever, regardless of your financial expertise.
Our app is more than just a portfolio tracker—it's your partner in financial management. Whether you’re a seasoned investor or just starting out, our app offers the tools you need to stay in control of your financial future. Backed by the trusted services of Winrich Professional Services Pvt Ltd, this app is your gateway to smart, efficient, and secure financial management.

Download our app today and experience the convenience of having all your financial products in one powerful tool.
This version highlights how your app also serves as a hub for staying updated with relevant financial news, making it more attractive to users who want to stay informed while managing their investments.


## Version history (last 5 releases)

### 2.8.1 — 2026-08-20

Bug Fixes & Improvements

(1) Reset Password fixed on iOS — "Invalid email" error when resetting password on iOS has been resolved
(2) Investment Philosophy PDF — Document now displays full-screen instead of a small frame; download/share button added
(3) Investor filter on all product pages — Family accounts can now filter by individual investor across Mutual Funds, Equity, Vested, SIP, Bonds, PMS, Commercial Property, and Insurance

### 2.8.0 — 2026-08-17

What's New in Version 2.8.0

New & Improved

(1) Redesigned Investments page — new portfolio donut chart, family member breakdown bars, and a cleaner Invested vs. Current Value summary card
(2) Smart update prompts — the app now notifies you when a new version is available, so you're always on the latest experience
(3) Bond portfolio values now display as whole numbers for a cleaner view

Bug Fixes

(1) Fixed a double loading spinner on the PMS and Commercial Property pages
(2) Fixed logout experience — no more blank screens or unexpected navigation when logging out
(3) Fixed logout navigation to correctly clear the session and return to the login screen

Other Changes

(1) Renamed "Data Issues" to "Report Data Issue" for better clarity
(2) Updated Learn More page with the latest Winrich investment philosophy
(3) Removed Fixed Deposit and Liquiloans from the active product list

### 2.7.2 — 2026-01-30

Relationship Manager Access: Quick access to contact the Relationship Manager for asset-related queries.

FAQ Section Introduced: Commonly asked questions are now available for easy reference.

Meeting Insights: Customers can view meeting-related insights in the new Meetings section.

Fund Transaction Notifications: Detailed fund transaction updates are now available in the Messages section.

### 2.5.1 — 2025-10-15

-Added a new Questionnaire page for structured user inputs.
-Introduced Associate Rating to provide feedback on associates.
-Added Meeting Reminder dialog for upcoming discussions.
-Improved Equity Insight pages for a smoother experience.
-Added toggle to switch between Family and Personal AUM data.

### 2.4.1 — 2025-07-11

- Inclusion of equity insight page
    Includes portfolio info, market cap, and industry distribution
-Support for PDF, PPTX, XLSX file uploads in the ticket section.
-Minor UI enhancements and performance improvements.

## Apps similar to Winsight

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [MoneyPlanned](https://appshunter.io/ios/app/moneyplanned/id1530581115) | 5.0 (4) | Free | Finance |
| [My Wealth](https://appshunter.io/ios/app/my-wealth/id1458079711) | — | Free | Finance |
| [IndiaBonds:Invest in Bonds/FDs](https://appshunter.io/ios/app/indiabondsinvest-in-bondsfds/id6742879577) | 4.8 (24) | Free | Finance |
| [Faraday Venture Partners](https://appshunter.io/ios/app/faraday-venture-partners/id6444654065) | — | Free | Finance |
| [M&A Insights](https://appshunter.io/ios/app/m-and-a-insights/id6670381982) | — | Free | Finance |
| [Smart Policy](https://appshunter.io/ios/app/smart-policy/id1479679790) | — | Free | Finance |

## More apps by Winrich Professional Services Private Limited

- [WinRichMF](https://appshunter.io/ios/app/winrichmf/id1644309866)

All apps by Winrich Professional Services Private Limited: https://appshunter.io/developer/1644309868

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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 2026-08-25.*