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Apple ID1242908047
Bundle IDtvs.excelnet.PRUDENTWEALTH
SellerSeller
Min iOS16.0
Min macOS13.0
Device familiesiphone, ipad
Released2017-06-01
Copyright© Prudent Wealth
Privacy policyLink ↗
Preview 2 platforms
iPhone 5 images
iPad 5 images
What’s New Version 3.0.6
- 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
Prudent 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
Accessibility
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Version history 25 versions
Build 885961981v3.0.62026-05-22 18:46:10
- 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 883495087v2.9.12026-03-18 17:20:22
- 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 881988726v2.8.62026-01-30 19:04:59
- 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 880977182v2.7.12025-12-24 23:29:18
General Update and Bug Fixes
Build 879190632v2.7.02025-10-24 21:06:30
- 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 875395810v2.6.92025-06-10 19:48:39
- Added NSE/BSE New Nominee Requirements
- Other fixes and updates
Build 874706537v2.6.42025-05-14 10:22:59
- 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 872465289v2.6.32025-02-13 20:01:25
- 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 871222552v2.6.22025-01-12 14:15:37
- 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 868097199v2.5.42024-08-09 22:00:28
- 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 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 866284797v2.5.22024-08-08 18:40:20
- 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 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
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Build 864670413v2.5.12024-03-26 13:31:40
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 864362323v2.4.92024-03-19 09:50:52
- 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 862672939v2.4.72024-01-04 16:31:58
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 862538768v2.4.42023-12-29 11:44:57
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 858885887v2.3.62023-08-02 11:03:57
Added Security Patch, Improved UI Screens, Resolved Various Crashes, Other Crash & Bug Fix, General Update
Build 858564676v2.3.02023-07-19 09:24:41
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 858597909v2.3.32023-07-19 19:05:22
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 858225298v2.2.62023-07-03 21:19:43
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 855926127v2.1.62023-03-29 17:09:09
New Dashboard with Gain & Overall Gain if enabled, Introduced Asset, Category, Investor & Fundwise Chart, Updated SIP Step up Calculator, RM Contact details if enabled, Resolved AUM filter issue, Resolved Transaction buttons issue, Resolved Invite Link Issue, Resolved Back Button in Broker Login, Resolved Issue in New Invest,General Update & Crash Resolved
Build 854951913v2.1.42023-02-14 18:16:26
New Dashboard with Gain & Overall Gain if enabled, Introduced Asset, Category, Investor & Fundwise Chart, Updated SIP Step up Calculator, RM Contact details if enabled, Resolved AUM filter issue, Resolved Transaction buttons issue, Resolved Invite Link Issue, Resolved Back Button in Broker Login, Resolved Issue in New Invest,General Update & Crash Resolved
Build 853474800v2.1.32022-11-21 19:58:11
Investment Profile Create in Broker Login,Investment Return & One Day Change Percentage in Dashboard, Separate Section for Market Update on Home, Resolved Issue in Email Portfolio Valuation & Summary Report, Resolved App Crash on few Screens, Resolved Client Search Refresh Issue in Broker Login, Resolved Mandate Selection Issue in few cases, Improvement on few screens, Other Improvement on UX, General Update
Build 853385851v2.1.22022-11-17 16:39:02
- Investment Profile Create in Broker Login
- Investment Return & One Day Change Percentage in Dashboard
- Separate Section for Market Update on Home
- Resolved Issue in Email Portfolio Valuation & Summary Report
- Resolved App Crash on few Screens
- Resolved Client Search Refresh Issue in Broker Login
- Resolved Mandate Selection Issue in few cases
- Improvement on few screens
- Other Improvement on UX
- General Update
Build 851443698v2.1.02022-08-09 15:28:32
User can Pay Premium of their General Insurance, Tax Package Report in Capital Gain Download, Email & Phone No. Relationship, Gender Added on onboarding screen, Country Code Added in Registration Screen, Delete my Account option given, NSE Other bank Mandate, Prefill Bank on RTGS option while doing Addl. Transaction, My Order & Cease SIP, Scheme Information Document in Contact us > more, NSE Bank Add, My Document, Capital Gain Report in More Menu > Send Email, Graphs Datatable Updated, PAN added on Registration Screen, Other General Update, Other Crash & Bug Fix
Build 849241064v2.0.82022-05-24 12:03:54
Purchase through UPI, Client name in FD,Crash Resolved on Client Search in Broker Login, Resolved Watchlist & FD Family Head Issue, Transaction Filter on PDF Download, Dividend Report PDF Download, ELSS Onscreen & Download, Insurance Policy Download, FATCA Issue Resolved, Other General Update, Other Crash & Bug FixCrash Fixes, Bug Fixes and UI Improvements
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 | — | 3.0.6 |
Change log 28 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
Prudent 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 Portf
✎
name updated
Prudent Wealth
◆
Version 3.0.6 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 2.9.1 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 2.8.6 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 2.7.1 released
General Update and Bug Fixes
◆
Version 2.7.0 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 2.6.9 released
- Added NSE/BSE New Nominee Requirements
- Other fixes and updates
◆
Version 2.6.4 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 2.6.3 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 2.6.2 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 2.5.4 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 Collapsable Option on Home & Portfol
◆
Version 2.5.2 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 Collapsable Option on Home & Portfol
◆
Version 2.5.1 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 2.4.9 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 2.4.7 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 2.4.4 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 2.3.6 released
Added Security Patch, Improved UI Screens, Resolved Various Crashes, Other Crash & Bug Fix, General Update
◆
Version 2.3.3 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 2.3.0 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 2.2.6 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 2.1.6 released
New Dashboard with Gain & Overall Gain if enabled, Introduced Asset, Category, Investor & Fundwise Chart, Updated SIP Step up Calculator, RM Contact details if enabled, Resolved AUM filter issue, Resolved Transaction buttons issue, Resolve
◆
Version 2.1.4 released
New Dashboard with Gain & Overall Gain if enabled, Introduced Asset, Category, Investor & Fundwise Chart, Updated SIP Step up Calculator, RM Contact details if enabled, Resolved AUM filter issue, Resolved Transaction buttons issue, Resolve
◆
Version 2.1.3 released
Investment Profile Create in Broker Login,Investment Return & One Day Change Percentage in Dashboard, Separate Section for Market Update on Home, Resolved Issue in Email Portfolio Valuation & Summary Report, Resolved App Crash on few Screen
◆
Version 2.1.2 released
- Investment Profile Create in Broker Login
- Investment Return & One Day Change Percentage in Dashboard
- Separate Section for Market Update on Home
- Resolved Issue in Email Portfolio Valuation & Summary Report
- Resolved App Crash on few
◆
Version 2.1.0 released
User can Pay Premium of their General Insurance, Tax Package Report in Capital Gain Download, Email & Phone No. Relationship, Gender Added on onboarding screen, Country Code Added in Registration Screen, Delete my Account option given, NSE
◆
Version 2.0.8 released
Purchase through UPI, Client name in FD,Crash Resolved on Client Search in Broker Login, Resolved Watchlist & FD Family Head Issue, Transaction Filter on PDF Download, Dividend Report PDF Download, ELSS Onscreen & Download, Insurance Policy