Grm Wealth: Plan Grow Preserve
GRM FINCORP Finance iPhoneiPadiPod touch
Grm Wealth: Plan Grow Preserve is a free Finance app for iPhone and iPad by GRM FINCORP. Requires iOS 16.0. Updated May 12, 2026.
- Price
- Free
- on the App Store
- Size
- 98 MB
- Age 4+
- Updated
- May 12
- 2026 · v1.1.1
Screenshots
About Grm Wealth: Plan Grow Preserve
Grm Wealth 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 * 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 1.1.1 · Updated May 12, 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, GRM FINCORP, reported these privacy practices to Apple.
Data Not Collected
The developer does not collect any data from this app.
Alternatives to Grm Wealth: Plan Grow Preserve
Looking for apps like Grm Wealth: Plan Grow Preserve? Here are 6 similar apps on the App Store. The highest rated is Finomatic (5.0/5), and all 6 are free to download.
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5.0
| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Grm Wealth: Plan Grow Preserve | – | Free | May 12, 2026 | |
| Quill Capital | – | Free | Aug 21, 2026 | Compare |
| KS Investments by Anil Rathod | – | Free | Oct 27, 2026 | Compare |
| DISHA FINMART | – | Free | Oct 28, 2026 | Compare |
| Dhanvantree | – | Free | Oct 28, 2026 | Compare |
| MO Partner Digi Connect | – | Free | Oct 5, 2026 | Compare |
| Finomatic | 5.0 / 5 (5) | Free | Aug 11, 2026 | Compare |