# Zen Money Mutual > Comprehensive personal finance tracker for investments and assets. (iPhone/iPad app by ZEN SECURITIES LIMITED.) - Source: https://appshunter.io/ios/app/zen-money-mutual/id1267240043 (this page in markdown: same URL + `.md`) - Developer: [ZEN SECURITIES LIMITED](https://appshunter.io/developer/1137630778) - Category: Finance - Price: Free - Rating: 4.60/5 from 10 App Store ratings · 1 written reviews indexed - Age rating: 4+ - Requires: iOS 16.0 · 87 MB - Languages: American English - Released: 2017-08-04 - Data updated: 2026-08-26 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/zen-money-mutual/id1267240043/reviews.md ## What is Zen Money Mutual? Zen Money Mutual 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 - Transaction statement access - Investment in mutual funds - SIP and STP tracking - Financial calculators ## Recent user reviews (1 of 1) All indexed reviews: https://appshunter.io/ios/app/zen-money-mutual/id1267240043/reviews.md ### 1/5 — Garbage *2018-07-08* Calculations come out missing numbers, and with commas in random places. Don't bother! ## Frequently asked questions about Zen Money Mutual ### What financial assets can I track with Zen Money Mutual? Zen Money Mutual allows you to track a comprehensive financial portfolio including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. ### Can I invest directly through Zen Money Mutual? Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through Zen Money Mutual and track your orders until unit allotment. ### What kind of reports can I download from Zen Money Mutual? You can download complete portfolio reports, transaction statements for any period, and a 1-Click Statement of Account for any Asset Management Company in India. ### Does Zen Money Mutual offer any financial calculators? Yes, Zen Money Mutual includes several useful calculators such as Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator. ### How secure is my financial data with Zen Money Mutual? The app uses easy login via your Google email ID, suggesting a reliance on Google's security infrastructure for authentication. Specific data encryption details are not provided in the description. ### What devices is Zen Money Mutual compatible with? Zen Money Mutual is available for iPhone and iPad users. ### How often is Zen Money Mutual updated? The latest version, 5.0.1, was released on May 26, 2026, indicating recent development activity. The app was initially released on August 4, 2017. ### What is the user sentiment for Zen Money Mutual based on ratings? Zen Money Mutual has a high rating of 4.6 stars from 10 ratings, suggesting a positive user experience among its current users. ## Version history (last 5 releases) ### 5.0.2 — 2026-08-18 - 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 ### 5.0.1 — 2026-05-26 - 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 ### 4.4.7 — 2026-03-10 - Mandatory Risk Profiling - BSE Cart for Trusted Mode - Improved SIP Step-up Calculator - Fixed BSE Nominee Issue - Fixed User Profile Picture Issue - Fixed Investment Profile Issue - Fixed Meeting Notes Issue - Updated Invitation Message - Fixed Crashes & Other Issues ### 4.4.2 — 2026-01-15 - 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 ### 4.3.7 — 2025-10-20 - 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 ## Apps similar to Zen Money Mutual | App | Rating | Price | Category | | --- | --- | --- | --- | | [Bridgeover](https://appshunter.io/ios/app/bridgeover/id6449384243) | 5.0 (4) | Free | Finance | | [Uprova \| Fast, Personal Loans](https://appshunter.io/ios/app/uprova-fast-personal-loans/id6748051554) | 1.8 (24) | Free | Finance | | [Zenmoney: expense tracker](https://appshunter.io/ios/app/zenmoney-expense-tracker/id905934786) | 4.5 (154) | Free | Finance | | [Lendee App](https://appshunter.io/ios/app/lendee-app/id6737959895) | 3.3 (103) | Free | Finance | | [Earnifi: Early Pay. 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