Planswell Wealth
Planswell Wealth Finance iPhoneiPadiPod touch
Planswell Wealth is a free Finance app for iPhone and iPad by Planswell Wealth. Requires iOS 13.0. Updated December 20, 2025.
- Price
- Free
- on the App Store
- Size
- 74 MB
- Age 17+
- Updated
- Dec 20
- 2025 · v6.0.0
Screenshots
About Planswell Wealth
Invest in Mutual Funds Paperlessly with the Planswell Wealth App Planswell Wealth is a new app that makes it easy and convenient to invest in mutual funds paperlessly. We offer a wide range of mutual funds from all major AMCs, and you can start investing in minutes without any paperwork. Features: Invest in mutual funds from all major AMCs Track your investments in real time and get instant updates on your portfolio Set up SIPs and one-time investments automatically Get personalized investment recommendations based on your goals and risk appetite Secure and easy payment options How to Get Started: Download the Planswell Wealth app from the App Store Create an account and complete your KYC Choose the mutual funds you want to invest in and enter the amount you want to invest Review your transaction and make the payment You're done! Your investment will be reflected in your portfolio instantly. Why Choose Planswell Wealth? Paperless and hassle-free: We make investing in mutual funds as easy and convenient as possible. You can start investing in minutes without any paperwork. Wide range of mutual funds: We offer a wide range of mutual funds from all major AMCs, so you can choose the ones that are right for you. Real-time tracking: Track your investments in real time and get instant updates on your portfolio. Personalized recommendations: Get personalized investment recommendations based on your goals and risk appetite. Secure and easy payments: We offer secure and easy payment options, so you can invest with confidence. Download the Planswell Wealth app today and start investing in mutual funds paperlessly!
What’s new
Version 6.0.0 · Updated December 20, 2025
new version updated
App privacy
The developer, Planswell Wealth, 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:
- Financial Info: Payment Info, Other Financial Info
- Contact Info: Physical Address, Email Address, Name, Phone Number, Other User Contact Info
Used for: Analytics, Product Personalization, App Functionality
Alternatives to Planswell Wealth
Looking for apps like Planswell Wealth? Here are 6 similar apps on the App Store. The highest rated is Mezzi Wealth (4.7/5), and all 6 are free to download.
-
When Can I Retire
3.7
-
The Retirement Planner
4.0
-
Retirement Income Calc
-
FFCalc - Retirement Calculator
4.5
-
Best Retirement Calculator
4.3
-
Mezzi Wealth
4.7
| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Planswell Wealth | – | Free | December 20, 2025 | |
| When Can I Retire | 3.7 / 5 (63) | Free | Mar 11, 2024 | Compare |
| The Retirement Planner | 4.0 / 5 (4) | Free | Oct 7, 2026 | Compare |
| Retirement Income Calc | – | Free | Sep 18, 2026 | Compare |
| FFCalc - Retirement Calculator | 4.5 / 5 (406) | Free | May 5, 2026 | Compare |
| Best Retirement Calculator | 4.3 / 5 (3) | Free | May 13, 2026 | Compare |
| Mezzi Wealth | 4.7 / 5 (114) | Free | Oct 17, 2026 | Compare |
Compare Planswell Wealth with the top alternatives: ratings, updates, ASO score and keyword gaps →