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Screenshots

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About AKTA WEALTH

AKTA WEALTH 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 Performance 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 2.4.7 · Updated October 28, 2026

- Revamped Investor and Advisor Dashboards - Calendar added; AUM Reports moved to Menu - Portfolio revamped with Active Units XIRR - Reasons to Connect added to Advisor Dashboard - Baskets live for NSE and MFU users - Support chatbot added - CAMS SOA Request now working - Fixed multiple users registered error on mobile login - Calculators revamped - Managed/External filter added to Portfolio and Investor Dashboard - Improved app stability, performance

User reviews

Koustuva Barat Banerjee
Koustuva Barat Banerjee
Investment becomes simple and easy. Being a doctor, I am finding it a convenient tool
Reena Patel
Reena Patel
very good
Akshat Sheth
Akshat Sheth
This is a very user friendly and easy to usee
Pawan Kumar
Pawan Kumar
Usefull
Romit Barat
Romit Barat
Outstanding application!! Invest in a click of mouse...
DARSHAN SHAH
DARSHAN SHAH
Very good to see your port folio

Alternatives to AKTA WEALTH

Looking for apps like AKTA WEALTH? Here are 6 similar Android apps on Google Play. The highest rated is Belco CU Money Manager (3.5/5), and all 6 are free to download.

AKTA WEALTH vs. alternatives
App Rating Price Installs Last updated Compare
AKTA WEALTH – Free 1,000+ Oct 28, 2026
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Belco CU Money Manager 3.5 / 5 Free 50,000+ Oct 26, 2026 Compare
Financielle: Budget Planner – Free 100,000+ Feb 6, 2025 Compare
MoneyTracker - Manage Expenses – Free 10,000+ Feb 5, 2023 Compare

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