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Information
Apple ID1585776111
Bundle IDcom.iw.dhanvardhanwealth
SellerSeller
Min iOS16.0
Min macOS13.0
Device familiesiphone, ipad
Released2021-09-15
Copyright© 2021, Dhanvardhan Weealth Private Limited
Privacy policyLink ↗
Preview 2 platforms
iPhone 5 images
iPad 5 images
What’s New Version 1.7.5
General update and bug fixes
Description
Dhanvardhan Wealth is one-stop shopping for all your investment 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
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Version history 19 versions
Build 886463660v1.7.52026-06-03 17:22:39
General update and bug fixes
Build 879180690v1.7.42025-10-24 11:16:11
- 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 878537289v1.6.72025-10-01 00:50:33
- Added Asset Composition Pie Chart
- Fixed Calculators
- Fixed Issues of NSE Invest
- Fixed Other Crashes
Build 877558657v1.6.62025-08-26 11:37:58
- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter
Build 875332224v1.6.12025-06-05 09:57:39
- Added NSE/BSE New Nominee Requirements
- Other fixes and updates
Build 874664384v1.5.62025-05-13 02:31:53
- 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 872425808v1.5.52025-02-12 08:54:08
- 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 871671392v1.5.42025-01-12 10:28:29
- 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 868087917v1.5.22024-08-09 18:41:48
- 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 866255297v1.4.72024-05-28 07:58:46
- Improved My Journey So Far
- Improved Client Search
- Added AMFI Regd. MFD
- Improved Fund Picks
- Fixed Address Screen Issue
- Resolved Crashes
- General Update
Build 864867789v1.4.52024-04-01 18:49:44
- 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 862313687v1.4.12023-12-19 06:27:08
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 862181572v1.3.92023-12-14 06:48:02
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 855947487v1.1.32023-03-31 19:21:11
Added My Journey So Far, As-on-Date on Dashboard, Improvement ELSS Download, MFU Nominees Authentication, BSE Nominees Authentication, Fixed KYC Location Issue, Issue of MFU onboarding, BSE Document Upload Issue, Notification Counter Issue, ARN Selection Issue in NSE, Dividend Report Issue, Other Crash & Bug Fix, General Update
Build 853518409v1.1.12023-02-16 20:08:36
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 852044261v1.0.82022-09-07 01:13:22
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 846153429v1.0.42021-12-22 23:27:05
Crash Fixes, Bug Fixes and UI Improvements
Build 844493461v1.0.32021-10-05 18:28:28
Crash Fixes, Bug Fixes and UI Improvements
Build 844104772v1.0.12021-09-15 14:28:02
No pricing data captured yet — comparisons appear once the app has paid storefronts or in-app purchases.
Availability 101 of 101 storefronts
| Region | Language | Price | Ratings | Avg | Version |
|---|---|---|---|---|---|
| IN | en-GB | Free | 69 | 4.8 | 1.7.5 |
| GB | en-GB | Free | 2 | 3.0 | 1.7.5 |
| SE | sv | Free | 1 | 5.0 | 1.7.5 |
| AE | en-GB | Free | 0 | — | 1.7.5 |
| AF | en-GB | Free | 0 | — | 1.7.5 |
| AL | en-GB | Free | 0 | — | 1.7.5 |
| AM | en-GB | Free | 0 | — | 1.7.5 |
| AT | de-DE | Free | 0 | — | 1.7.5 |
| AU | en-AU | Free | 0 | — | 1.7.5 |
| AZ | en-GB | Free | 0 | — | 1.7.5 |
| BA | en-GB | Free | 0 | — | 1.7.5 |
| BE | en-GB | Free | 0 | — | 1.7.5 |
| BG | en-GB | Free | 0 | — | 1.7.5 |
| BH | en-GB | Free | 0 | — | 1.7.5 |
| BM | en-GB | Free | 0 | — | 1.7.5 |
| BN | en-GB | Free | 0 | — | 1.7.5 |
| BT | en-GB | Free | 0 | — | 1.7.5 |
| BY | en-GB | Free | 0 | — | 1.7.5 |
| CA | en-CA | Free | 0 | — | 1.7.5 |
| CH | de-CH | Free | 0 | — | 1.7.5 |
| CN | zh-Hans-CN | Free | 0 | — | 1.7.5 |
| CY | en-GB | Free | 0 | — | 1.7.5 |
| CZ | en-GB | Free | 0 | — | 1.7.5 |
| DE | de-DE | Free | 0 | — | 1.7.5 |
| DK | en-GB | Free | 0 | — | 1.7.5 |
| EE | en-GB | Free | 0 | — | 1.7.5 |
| EG | en-GB | Free | 0 | — | 1.7.5 |
| ES | es-ES | Free | 0 | — | 1.7.5 |
| FI | en-GB | Free | 0 | — | 1.7.5 |
| FJ | en-GB | Free | 0 | — | 1.7.5 |
| FM | en-GB | Free | 0 | — | 1.7.5 |
| FR | fr-FR | Free | 0 | — | 1.7.5 |
| GE | en-GB | Free | 0 | — | 1.7.5 |
| GR | en-GB | Free | 0 | — | 1.7.5 |
| HK | zh-Hant-HK | Free | 0 | — | 1.7.5 |
| HR | en-GB | Free | 0 | — | 1.7.5 |
| HU | en-GB | Free | 0 | — | 1.7.5 |
| ID | en-GB | Free | 0 | — | 1.7.5 |
| IE | en-GB | Free | 0 | — | 1.7.5 |
| IL | en-GB | Free | 0 | — | 1.7.5 |
| IQ | en-GB | Free | 0 | — | 1.7.5 |
| IS | en-GB | Free | 0 | — | 1.7.5 |
| IT | it | Free | 0 | — | 1.7.5 |
| JO | en-GB | Free | 0 | — | 1.7.5 |
| JP | ja | Free | 0 | — | 1.7.5 |
| KG | en-GB | Free | 0 | — | 1.7.5 |
| KH | en-GB | Free | 0 | — | 1.7.5 |
| KR | ko | Free | 0 | — | 1.7.5 |
| KW | en-GB | Free | 0 | — | 1.7.5 |
| KZ | en-GB | Free | 0 | — | 1.7.5 |
| LA | en-GB | Free | 0 | — | 1.7.5 |
| LB | en-GB | Free | 0 | — | 1.7.5 |
| LK | en-GB | Free | 0 | — | 1.7.5 |
| LT | en-GB | Free | 0 | — | 1.7.5 |
| LU | en-GB | Free | 0 | — | 1.7.5 |
| LV | en-GB | Free | 0 | — | 1.7.5 |
| MD | en-GB | Free | 0 | — | 1.7.5 |
| ME | en-GB | Free | 0 | — | 1.7.5 |
| MK | en-GB | Free | 0 | — | 1.7.5 |
| MM | en-GB | Free | 0 | — | 1.7.5 |
| MN | en-GB | Free | 0 | — | 1.7.5 |
| MO | zh-Hant-HK | Free | 0 | — | 1.7.5 |
| MR | en-GB | Free | 0 | — | 1.7.5 |
| MT | en-GB | Free | 0 | — | 1.7.5 |
| MV | en-GB | Free | 0 | — | 1.7.5 |
| MY | en-GB | Free | 0 | — | 1.7.5 |
| NL | nl | Free | 0 | — | 1.7.5 |
| NO | en-GB | Free | 0 | — | 1.7.5 |
| NP | en-GB | Free | 0 | — | 1.7.5 |
| NR | en-GB | Free | 0 | — | 1.7.5 |
| NZ | en-AU | Free | 0 | — | 1.7.5 |
| OM | en-GB | Free | 0 | — | 1.7.5 |
| PG | en-GB | Free | 0 | — | 1.7.5 |
| PH | en-GB | Free | 0 | — | 1.7.5 |
| PK | en-GB | Free | 0 | — | 1.7.5 |
| PL | en-GB | Free | 0 | — | 1.7.5 |
| PT | pt-PT | Free | 0 | — | 1.7.5 |
| PW | en-GB | Free | 0 | — | 1.7.5 |
| QA | en-GB | Free | 0 | — | 1.7.5 |
| RO | en-GB | Free | 0 | — | 1.7.5 |
| RS | en-GB | Free | 0 | — | 1.7.5 |
| RU | ru | Free | 0 | — | 1.7.5 |
| SA | en-GB | Free | 0 | — | 1.7.5 |
| SB | en-GB | Free | 0 | — | 1.7.5 |
| SG | en-GB | Free | 0 | — | 1.7.5 |
| SI | en-GB | Free | 0 | — | 1.7.5 |
| SK | en-GB | Free | 0 | — | 1.7.5 |
| TH | en-GB | Free | 0 | — | 1.7.5 |
| TJ | en-GB | Free | 0 | — | 1.7.5 |
| TM | en-GB | Free | 0 | — | 1.7.5 |
| TO | en-GB | Free | 0 | — | 1.7.5 |
| TR | en-GB | Free | 0 | — | 1.7.5 |
| TW | zh-Hant-TW | Free | 0 | — | 1.7.5 |
| UA | en-GB | Free | 0 | — | 1.7.5 |
| US | en-US | Free | 0 | — | 1.7.5 |
| UZ | en-GB | Free | 0 | — | 1.7.5 |
| VN | en-GB | Free | 0 | — | 1.7.5 |
| VU | en-GB | Free | 0 | — | 1.7.5 |
| XK | en-GB | Free | 0 | — | 1.7.5 |
| YE | en-GB | Free | 0 | — | 1.7.5 |
| ZA | en-GB | Free | 0 | — | 1.7.5 |
Change log 22 changes · US
✎
releaseNotes updated
General update and bug fixes
✎
description updated
Dhanvardhan Wealth is one-stop shopping for all your investment needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio
✎
name updated
Dhanvardhan Wealth
◆
Version 1.7.5 released
General update and bug fixes
◆
Version 1.7.4 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 1.6.7 released
- Added Asset Composition Pie Chart
- Fixed Calculators
- Fixed Issues of NSE Invest
- Fixed Other Crashes
◆
Version 1.6.6 released
- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter
◆
Version 1.6.1 released
- Added NSE/BSE New Nominee Requirements
- Other fixes and updates
◆
Version 1.5.6 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 1.5.5 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 1.5.4 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 1.5.2 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 1.4.7 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 1.4.5 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 1.4.1 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 1.3.9 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 1.1.3 released
Added My Journey So Far, As-on-Date on Dashboard, Improvement ELSS Download, MFU Nominees Authentication, BSE Nominees Authentication, Fixed KYC Location Issue, Issue of MFU onboarding, BSE Document Upload Issue, Notification Counter Issue,
◆
Version 1.1.1 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 1.0.8 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 1.0.4 released
Crash Fixes, Bug Fixes and UI Improvements
◆
Version 1.0.3 released
Crash Fixes, Bug Fixes and UI Improvements
◆
Version 1.0.1 released