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Apple ID1196670198
Bundle IDtvs.excelnet.ChiragWealth
SellerSeller
Min iOS16.0
Min macOS13.0
Device familiesiphone, ipad
Released2017-01-20
Copyright© 2017 Chirag Wealth
Privacy policyLink ↗
Preview 2 platforms
iPhone 5 images
iPad 5 images
What’s New Version 2.7.1
- 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
Description
CKREDENCE 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
- 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
Accessibility
ipadiphonemacrealityDevicetvoswatch
Version history 22 versions
Build 885622606v2.7.12026-05-13 20:34:14
- 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
Build 883795749v2.6.62026-03-30 13:37:59
- Mandatory Risk Profiling
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Message
- Fixed Crashes & Other Issues
Build 882109796v2.6.12026-02-03 20:27:56
- Introduced NSE Invest Cart
- Added NSE Invest-Track order functionality
- Added Client Search by Equity Code
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Conditions while login / signup
- Added Avg. Purchase NAV to be shown in portfolio detail screen
- Added Investment via short link
- Added BSE Cart Trusted Mode App
- Pay via Link option for BSE Trusted Mode
- Updated AMFI Links
- Fixed Crashes
Build 879268641v2.5.62025-10-27 23:43:38
- AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes
Build 875352292v2.4.52025-06-06 22:05:03
- Added NSE/BSE New Nominee Requirements
- Other fixes and updates
Build 874660592v2.4.02025-05-15 06:48:25
- Improved capital gain realized
- Time period filter added in My Journey So Far
- Factsheets now show multiple fund managers
- Transactions allowed/not allowed in Top Schemes based on ARN mapping
- Fixed issue of ARN no.
- Fixed issue of NSE Mandate Date
- Added security improvements
- Other fixes and updates
Build 872423519v2.3.92025-02-12 11:22:37
- BSE Order history - Added action to fetch Real time order status
- New Investment NSE - Added option to Choose Folio bank
- Enhanced Security Measures
- Goal Planner - Edit / Delete Goals
- Capital Gain Unrealized - As per New Income tax rules
- Changed NSE Add Bank to Manage Banks and improved it's functionality
- Improved Transactions Screen
- Fixed BSE, MFU Order placing issues
- Fixed One-Day Change in Shares/Bonds.
Build 871912800v2.3.82025-01-21 17:38:14
- Added CAS Import
- Capital Gain Report for FY 2024-25
- Added Nominee & Guardian relation in onboarding
- Added Mobile & Email Relationship in onboarding
- Fixed Order Purchase Confirmation issue
- Updated MFU onboarding as per New Norms
- Updated MFU Mandate Authorisation Process
Build 867645114v2.3.72024-07-22 07:44:59
- Introduced Meetings Notes
- Improved contact screen for AMFI due diligence req.
- Improved NSE Onboarding Workflow
- Added KYC Check while Placing Order
- Added IIN Rejection Reason in Profiles
- Added Google SDK 14 Support
- Added Collapsable Option on Home & Portfolio
- Added Transaction Mode in New Investment
- Added Balance units on fund's detailed Screen
- Resolved Mandates Listing & Date Issue
- Resolved Date Related Issues
- Resolved Capital Gain Realised Report Issue
Build 866254606v2.3.42024-05-29 12:06:02
- Improved My Journey So Far
- Improved Client Search
- Added AMFI Regd. MFD
- Improved Fund Picks
- Fixed Address Screen Issue
- Resolved Crashes
- General Update
Build 864865954v2.3.22024-04-01 15:21:38
- Login Via Mobile OTP
- Introduced New Goal Module with Add / Edit / Map Folio
- Improved Login / Forgot Password / Reset Password / Signup Screens
- Improved Transaction Filter
- Improved My Orders
- Resolved Login Issues
- Resolved Crashes
- General Update
Build 862309948v2.2.82023-12-19 04:50:00
Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active Insurance Policies, Fixed Crashes
Build 861991511v2.2.62023-12-08 18:13:59
Fixed 1 day Change Issue, New Shares & Bonds Screens, Invite Friend in Client Login, Improved FD & Other Assets Tabs, Improved Top Schemes, Improved My Journey So Far, Fixed Factsheet Sorting Issue, Removed Until Cancelled Option in Mandate & SIP, Resolved Other Fixes and Crashes
Build 860139030v2.2.42023-09-23 19:57:01
Improved Portfolio Screens, BSE Order Authentication for Individual & Joint Holders, BSE Order Authentication from My Orders Menu, Added Total SIP in My SIP Menu, Added User Profile Screen, New & Improved Top SIP Schemes, Given Physical & NACH option in BSE Mandate, Improved My Orders for Multi Exchange, Fixed Broker Profile Issue, Fixed MFU New Invest Issue, Fixed My Transactions Issues,Search Scheme, Document Upload, Contact No. & FAQ Tab issue, Factsheet Holdings Issue
Build 858892010v2.2.12023-08-02 10:41:26
Added Security Patch, Improved UI Screens, Resolved Various Crashes, Other Crash & Bug Fix, General Update
Build 858467718v2.1.62023-07-14 14:54:27
Order Authentication in New Purchase & Additional Transactions, Improved Onboarding Flow in BSE / NSE / MFU, Fixed SOA Download Issue, Improved Screen in Other Assets, Fixed Top Schemes Filter, Fixed Funds Picks Filter, Fixed Risk Profile Issue, Fixed Contact us Screen, Fixed NFO Crash, Fixed Document Upload Issue, Fixed Nominee Authentication, Improved UI Screens, Resolved Various Crashes, Other Crash & Bug Fix, General Update
Build 846151383v2.1.12023-04-05 23:42:57
- Complete Portfolio report download including all assets.
- View historical Performance 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
- 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.
Build 837637659v2.12020-09-03 23:38:30
1. General Update, Performance Improvements.
2. Implement Secure https Links.
3. Integrated pinLock feature in Portfolio Login.
Build 832756489v2.02019-09-13 16:13:43
General Update, Performance Improvements
Build 820903980v1.112017-02-12 15:14:40
Just Bugs Fixing
Build 820835250v1.12017-02-07 01:25:04
Just Bugs Fixing
Build 820625791v1.02017-01-20 14:23:49
No pricing data captured yet — comparisons appear once the app has paid storefronts or in-app purchases.
Availability 1 of 1 storefronts
| Region | Language | Price | Ratings | Avg | Version |
|---|---|---|---|---|---|
| US | en-US | Free | 0 | — | 2.7.1 |
Change log 25 changes · US
✎
releaseNotes updated
- Added CRM module in Broker Dashboard
- Implemented digital accessibility (RPwD compliant)
- Enabled Step-Up SIP in order placement (NSE Invest)
- Integrated N
✎
description updated
CKREDENCE 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 wi
✎
name updated
CKREDENCE WEALTH
◆
Version 2.7.1 released
- 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
- Adde
◆
Version 2.6.6 released
- Mandatory Risk Profiling
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Messag
◆
Version 2.6.1 released
- Introduced NSE Invest Cart
- Added NSE Invest-Track order functionality
- Added Client Search by Equity Code
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Condit
◆
Version 2.5.6 released
- AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Iss
◆
Version 2.4.5 released
- Added NSE/BSE New Nominee Requirements
- Other fixes and updates
◆
Version 2.4.0 released
- Improved capital gain realized
- Time period filter added in My Journey So Far
- Factsheets now show multiple fund managers
- Transactions allowed/not allowed in Top Schemes based on ARN mapping
- Fixed issue of ARN no.
- Fixed issue of
◆
Version 2.3.9 released
- BSE Order history - Added action to fetch Real time order status
- New Investment NSE - Added option to Choose Folio bank
- Enhanced Security Measures
- Goal Planner - Edit / Delete Goals
- Capital Gain Unrealized - As per New Income tax
◆
Version 2.3.8 released
- Added CAS Import
- Capital Gain Report for FY 2024-25
- Added Nominee & Guardian relation in onboarding
- Added Mobile & Email Relationship in onboarding
- Fixed Order Purchase Confirmation issue
- Updated MFU onboarding as per New Norms
◆
Version 2.3.7 released
- Introduced Meetings Notes
- Improved contact screen for AMFI due diligence req.
- Improved NSE Onboarding Workflow
- Added KYC Check while Placing Order
- Added IIN Rejection Reason in Profiles
- Added Google SDK 14 Support
- Added Collap
◆
Version 2.3.4 released
- Improved My Journey So Far
- Improved Client Search
- Added AMFI Regd. MFD
- Improved Fund Picks
- Fixed Address Screen Issue
- Resolved Crashes
- General Update
◆
Version 2.3.2 released
- Login Via Mobile OTP
- Introduced New Goal Module with Add / Edit / Map Folio
- Improved Login / Forgot Password / Reset Password / Signup Screens
- Improved Transaction Filter
- Improved My Orders
- Resolved Login Issues
- Resolved Cras
◆
Version 2.2.8 released
Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active
◆
Version 2.2.6 released
Fixed 1 day Change Issue, New Shares & Bonds Screens, Invite Friend in Client Login, Improved FD & Other Assets Tabs, Improved Top Schemes, Improved My Journey So Far, Fixed Factsheet Sorting Issue, Removed Until Cancelled Option in Mandate
◆
Version 2.2.4 released
Improved Portfolio Screens, BSE Order Authentication for Individual & Joint Holders, BSE Order Authentication from My Orders Menu, Added Total SIP in My SIP Menu, Added User Profile Screen, New & Improved Top SIP Schemes, Given Physical & N
◆
Version 2.2.1 released
Added Security Patch, Improved UI Screens, Resolved Various Crashes, Other Crash & Bug Fix, General Update
◆
Version 2.1.6 released
Order Authentication in New Purchase & Additional Transactions, Improved Onboarding Flow in BSE / NSE / MFU, Fixed SOA Download Issue, Improved Screen in Other Assets, Fixed Top Schemes Filter, Fixed Funds Picks Filter, Fixed Risk Profile I
◆
Version 2.1.1 released
- Complete Portfolio report download including all assets.
- View historical Performance of your Portfolio easily
- Transaction statement of any period
- 1 Click Statement of Account Download for any Asset Management Company in India
- Adva
◆
Version 2.1 released
1. General Update, Performance Improvements.
2. Implement Secure https Links.
3. Integrated pinLock feature in Portfolio Login.
◆
Version 2.0 released
General Update, Performance Improvements
◆
Version 1.11 released
Just Bugs Fixing
◆
Version 1.1 released
Just Bugs Fixing
◆
Version 1.0 released