Wealth Saarthi

Excel Net Solutions Private Limited Finance iPhoneiPadiPod touch

Wealth Saarthi is a free Finance app for iPhone and iPad by Excel Net Solutions Private Limited. Requires iOS 16.0. Updated August 18, 2026.

Price: Free; on the App Store
Size: 86 MB; Age 4+
Updated: Aug 18; 2026 · v1.9.5

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About Wealth Saarthi

WealthSaarthi 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 - 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 1.9.5 · Updated August 18, 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:

Financial Info: Other Financial Info
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

App details

Wealth Saarthi is a free Finance app for iPhone, iPad and iPod touch, developed by Excel Net Solutions Private Limited. It requires iOS 16.0 or later and is 86 MB to download. It was first released on February 28, 2024 and last updated on August 18, 2026.

Category: Finance
Price: Free
Version: 1.9.5
Size: 86 MB
Requires: iOS 16.0 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: February 28, 2024
Last updated: August 18, 2026
Developer: Excel Net Solutions Private Limited

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Alternatives to Wealth Saarthi

Looking for apps like Wealth Saarthi? Here are 6 similar apps on the App Store. The highest rated is MIDASX (3.7/5), and all 6 are free to download.

Wealth Saarthi vs. alternatives
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