Wealthreserv

WEALTHRESERV FINANCIAL PRIVATE LIMITED Finance iPhoneiPadiPod touch

Wealthreserv is a free Finance app for iPhone and iPad by WEALTHRESERV FINANCIAL PRIVATE LIMITED. Rated 5.0/5 from 1 ratings. Requires iOS 16.0.

Rating: 5.0; 1 ratings
Price: Free; on the App Store
Size: 99 MB; Age 4+
Updated: May 23; 2026 · v1.8.2

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About Wealthreserv

Wealthreserv 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 - 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 1.8.2 · Updated May 23, 2026

- 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

App privacy

The developer, WEALTHRESERV FINANCIAL PRIVATE LIMITED, reported these privacy practices to Apple.

Data Not Collected

The developer does not collect any data from this app.

App details

Wealthreserv is a free Finance app for iPhone, iPad and iPod touch, developed by WEALTHRESERV FINANCIAL PRIVATE LIMITED. It is rated 5.0 out of 5 from 1 ratings on the App Store, requires iOS 16.0 or later and is 99 MB to download. It was first released on December 2, 2021 and last updated on May 23, 2026.

Category: Finance
Rating: 5.0 / 5 (1 rating)
Price: Free
Version: 1.8.2
Size: 99 MB
Requires: iOS 16.0 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: December 2, 2021
Last updated: May 23, 2026
Developer: WEALTHRESERV FINANCIAL PRIVATE LIMITED

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Alternatives to Wealthreserv

Looking for apps like Wealthreserv? Here are 6 similar apps on the App Store. The highest rated is Family Wealth Solutions (5.0/5), and all 6 are free to download.

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