Plan Ahead Wealth Advisors
Excel Net Solutions Private Limited Finance iPhoneiPadiPod touch
Plan Ahead Wealth Advisors is a free Finance app for iPhone and iPad by Excel Net Solutions Private Limited. Requires iOS 16.0. Updated August 19, 2026.
- Price
- Free
- on the App Store
- Size
- 85 MB
- Age 4+
- Updated
- Aug 19
- 2026 · v4.0.1
Screenshots
About Plan Ahead Wealth Advisors
Plan Ahead Wealth Advisors 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 * 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
What’s new
Version 4.0.1 · Updated August 19, 2026
- 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
App privacy
The developer, Excel Net Solutions Private Limited, reported these privacy practices to Apple.
Data Linked to You
The following data, which may be collected and linked to your identity, may be used for the following purposes:
- Location: Precise Location
- Contact Info: Physical Address, Email Address, Name, Phone Number
- User Content: Photos or Videos
- Identifiers: User ID, Device ID
- Diagnostics: Crash Data
Used for: App Functionality
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