TrustUs-YourWealthPartner
Excel Net Solutions Private Limited Finance iPhoneiPadiPod touch
TrustUs-YourWealthPartner is a free Finance app for iPhone and iPad by Excel Net Solutions Private Limited. Requires iOS 16.0. Updated August 12, 2026.
- Price
- Free
- on the App Store
- Size
- 86 MB
- Age 4+
- Updated
- Aug 12
- 2026 · v1.7.3
Screenshots
About TrustUs-YourWealthPartner
TrustUs-YourWealthPartner 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 1.7.3 · Updated August 12, 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 Not Collected
The developer does not collect any data from this app.
Alternatives to TrustUs-YourWealthPartner
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| TrustUs-YourWealthPartner | – | Free | August 12, 2026 | |
| TARESH | – | Free | Aug 13, 2026 | Compare |
| Arham Wealth MF | – | Free | Aug 11, 2026 | Compare |
| ARTH VAULT | – | Free | Aug 11, 2026 | Compare |
| MGO Investment Advisors | – | Free | Jun 26, 2025 | Compare |
| Excellent Investment Bureau | – | Free | Nov 20, 2025 | Compare |
| CPR Investments, Inc | – | Free | Jun 26, 2025 | Compare |