# WMG Wealth: Mutual Funds

> WMG Wealth: Mutual Funds (iPhone/iPad app by WMG Wealth Private Limited.)

- Source: https://appshunter.io/ios/app/wmg-wealth-mutual-funds/id1290144045 (this page in markdown: same URL + `.md`)
- Developer: [WMG Wealth Private Limited](https://appshunter.io/developer/1290144044)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 85 MB
- Languages: American English
- Released: 2017-09-28
- Data updated: 2026-08-26
- User reviews in markdown: https://appshunter.io/ios/app/wmg-wealth-mutual-funds/id1290144045/reviews.md

## What is WMG Wealth?

WMG Wealth: Mutual Funds 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
- 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


## Version history (last 5 releases)

### 3.0.1 — 2026-08-19

- 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

### 2.8.4 — 2026-06-12

General update and bug fixes

### 2.8.2 — 2026-06-11

General update and bug fixes

### 2.8.1 — 2026-06-03

General update and bug fixes

### 2.8.0 — 2026-06-01

- 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

## Apps similar to WMG Wealth

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Ultima Wealth](https://appshunter.io/ios/app/ultima-wealth/id6752023101) | — | Free | Finance |
| [Prasar Inc : Mutual Fund, SIP](https://appshunter.io/ios/app/prasar-inc-mutual-fund-sip/id1395281229) | — | Free | Finance |
| [Finbingo: Mutual Fund & NPS](https://appshunter.io/ios/app/finbingo-mutual-fund-and-nps/id1531059811) | — | Free | Finance |
| [Journie Prive](https://appshunter.io/ios/app/journie-prive/id6741569693) | — | Free | Finance |
| [Ganatra Finserv](https://appshunter.io/ios/app/ganatra-finserv/id6758765751) | — | Free | Finance |
| [WealthBox Investments](https://appshunter.io/ios/app/wealthbox-investments/id6474655539) | 5.0 (2) | Free | Finance |

## More apps by WMG Wealth Private Limited

- [WMG Elite Forum](https://appshunter.io/ios/app/wmg-elite-forum/id6496204731)
- [WMG Broking](https://appshunter.io/ios/app/wmg-broking/id6740029582)

All apps by WMG Wealth Private Limited: https://appshunter.io/developer/1290144044

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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 2026-08-26.*