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Screenshots

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About ShubhInvest

ShubhInvest is one-stop shopping for all your Wealth Management 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

What’s new

Version 1.6.9 · Updated June 2, 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, SHUBH INVEST WEALTH LLP, reported these privacy practices to Apple.

Data Not Collected

The developer does not collect any data from this app.

Alternatives to ShubhInvest

Looking for apps like ShubhInvest? Here are 6 similar apps on the App Store.

ShubhInvest vs. alternatives
App Rating Price Last updated
ShubhInvest – Free June 2, 2026
Arham Wealth MF – Free Aug 11, 2026
Prasar Inc : Mutual Fund, SIP – Free Aug 19, 2026
Mintbyte – Free Aug 18, 2026
TARESH – Free Aug 13, 2026
ShadowCap - My Wealth Manager – Free Aug 28, 2026
Myraa Wealth – Free Aug 21, 2026