Holistic Money

HOLISTIC FINANCIAL SERVICES PRIVATE LIMITED Finance iPhoneiPadiPod touch

Holistic Money is a free Finance app for iPhone and iPad by HOLISTIC FINANCIAL SERVICES PRIVATE LIMITED. Rated 5.0/5 from 3 ratings. Requires iOS 15.6.

Rating: 5.0; 3 ratings
Price: Free; on the App Store
Size: 271 MB; Age 17+
Updated: Oct 9; 2026 · v9.0.7

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About Holistic Money

Holistic Money 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 9.0.7 · Updated October 9, 2026

bugs fix

App privacy

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

Data Not Collected

The developer does not collect any data from this app.

App details

Holistic Money is a free Finance app for iPhone, iPad and iPod touch, developed by HOLISTIC FINANCIAL SERVICES PRIVATE LIMITED. It is rated 5.0 out of 5 from 3 ratings on the App Store, requires iOS 15.6 or later and is 271 MB to download. It was first released on March 31, 2022 and last updated on October 9, 2026.

Category: Finance
Rating: 5.0 / 5 (3 ratings)
Price: Free
Version: 9.0.7
Size: 271 MB
Requires: iOS 15.6 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 17+
Released: March 31, 2022
Last updated: October 9, 2026
Developer: HOLISTIC FINANCIAL SERVICES PRIVATE LIMITED

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Alternatives to Holistic Money

Looking for apps like Holistic Money? Here are 6 similar apps on the App Store. The highest rated is Commcise - Buy Side (5.0/5), and all 6 are free to download.

Holistic Money vs. alternatives
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