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What’s New Version 1.28.0
- Added abbreviated and numeric portfolio value display options.
- Added notional gain filter in capital gain reports.
- Improved Order Book with SIP cancellation and 2FA/payment link support.
- Added ARN information display on login, M-PIN, and biometric screens.
- Enhanced debit mandate selection during onboarding.
- Maintained the existing response flow for risk profiling.
- Added manual UCC entry for NSE.
- Added Pre-IPO details view.
Description
WEALTH6 comes with advance and updated features that provide the best experience of managing your invested money in the mutual funds along with the other investments and allows you to draw the results of the funds anytime through systematic reports.
WEALTH6 keeps you aware of funds invested in the market and gives freedom to conduct self-research along with investment monitoring anytime from anywhere just through a click. Invest in Mutual funds within few seconds through a virtual platform and enjoy the new experience of online investment along with safety & security.
Accessibility
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Version history 15 versions
Build 884189204v1.28.02026-05-26 17:54:37
- Added abbreviated and numeric portfolio value display options.
- Added notional gain filter in capital gain reports.
- Improved Order Book with SIP cancellation and 2FA/payment link support.
- Added ARN information display on login, M-PIN, and biometric screens.
- Enhanced debit mandate selection during onboarding.
- Maintained the existing response flow for risk profiling.
- Added manual UCC entry for NSE.
- Added Pre-IPO details view.
Build 884146067v1.26.12026-04-05 19:11:49
- Updated investment value display to show full numeric values (e.g., 3000 instead of 3.00K) up to 99,999.
- Introduced Risk Profile dialog prompt for users who have not completed their risk profile.
- Added distributor details including name, ARN, and the tagline “AMFI Registered Mutual Fund Distributor & SIF Distributor” in Calculator screens.
Build 883781624v1.25.02026-03-26 23:13:00
- Added an option to manually enter the UCC code during onboarding.
- Implemented risk profile PDF generation and saved it against the respective client in the system.
- Added an option to download, upload, and email the client risk profiling report.
- Display 2FA and Payment Link on the Order Submitted screen.
- Address field character limit on the Add Nominee Details screen during onboarding.
Build 882941480v1.24.02026-03-02 19:33:40
- Create Goal option along with edit, delete, link and unlink investments (MF Inhouse & MF Heldaway).
Build 882081095v1.22.02026-02-02 23:29:20
- Added Recurring Deposit investment option.
- Allow Family head (Primary holder) to process transaction.
- In App Update.
Build 881661295v1.21.02026-01-20 21:17:47
- Added Fixed Deposit investment option.
- Introduced Step-Up Calculator.
- Enhanced KYC validation to display actual KYC status.
- Added SOA Statement flag in Nominee Details.
- Enabled multiple status selection in the Systematic Registration Report.
- ELSS Statement Report now available under Reports.
Build 880984776v1.20.02025-12-24 23:29:52
- Matured and Ceased status filter added in Systematic Registration Report.
- Showing NAV start date in Historical Calculator.
- Shown Date of Birth in Client Detail inside Header Filter for Filter by Client or Family.
- Bug fixes.
Build 880718267v1.19.02025-12-16 23:08:03
- New/Retake risk profiling questionnaire option.
- Onboarding flow handling for sole proprietor.
- Bug fixes.
Build 880376379v1.18.22025-12-05 22:10:49
- Enhanced NFO Management - Added direct purchase transactions
- MF Holdings - Improved folio consolidation in detailed and summary reports
- Bug fixes and improvements
Build 880034954v1.17.32025-11-24 21:36:40
- Quick Access Report: Enhanced report downloads and share at Client and Family. Includes Family Head Name in report output.
- App Update Notification: Introduced in-app notification for new version availability. Guides users to Store for update download.
- PMS & AIF Holdings: Introduced new PMS & AIF Holdings module with graphical summaries & detailed breakdowns.
- Bug fixes.
Build 879932893v1.17.22025-11-21 19:06:56
- Quick Access Report: Enhanced report downloads and share at Client and Family. Includes Family Head Name in report output.
- App Update Notification: Introduced in-app notification for new version availability. Guides users to Store for update download.
- PMS & AIF Holdings: Introduced new PMS & AIF Holdings module with graphical summaries & detailed breakdowns.
- Bug fixes.
Build 879507385v1.16.02025-11-10 23:00:39
- Quick access to all investor reports on the Investment page.
- Profile Page: Added 'Switch Distributor' option for clients with multiple ARN accounts, plus RM details with call, email, and WhatsApp options.
- Users can switch between Biometric and MPIN from Settings.
- Added more data points in MF Folio Info Transactions history.
- Search Order No in Order Book.
- Displayed the amount in words for all transactions.
Build 877797180v1.0.22025-09-03 10:12:03
-Update features and optimised performance.
Build 877480160v1.0.12025-08-22 20:08:03
-Update features and optimised performance.
Build 874393446v1.0.02025-04-30 05:20:41
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 | — | 1.28.0 |
Change log 18 changes · US
✎
releaseNotes updated
- Added abbreviated and numeric portfolio value display options.
- Added notional gain filter in capital gain reports.
- Improved Order Book with SIP cancellati
✎
description updated
WEALTH6 comes with advance and updated features that provide the best experience of managing your invested money in the mutual funds along with the other invest
✎
name updated
WEALTH6
◆
Version 1.28.0 released
- Added abbreviated and numeric portfolio value display options.
- Added notional gain filter in capital gain reports.
- Improved Order Book with SIP cancellation and 2FA/payment link support.
- Added ARN information display on login, M-PIN
◆
Version 1.26.1 released
- Updated investment value display to show full numeric values (e.g., 3000 instead of 3.00K) up to 99,999.
- Introduced Risk Profile dialog prompt for users who have not completed their risk profile.
- Added distributor details including na
◆
Version 1.25.0 released
- Added an option to manually enter the UCC code during onboarding.
- Implemented risk profile PDF generation and saved it against the respective client in the system.
- Added an option to download, upload, and email the client risk profili
◆
Version 1.24.0 released
- Create Goal option along with edit, delete, link and unlink investments (MF Inhouse & MF Heldaway).
◆
Version 1.22.0 released
- Added Recurring Deposit investment option.
- Allow Family head (Primary holder) to process transaction.
- In App Update.
◆
Version 1.21.0 released
- Added Fixed Deposit investment option.
- Introduced Step-Up Calculator.
- Enhanced KYC validation to display actual KYC status.
- Added SOA Statement flag in Nominee Details.
- Enabled multiple status selection in the Systematic Registrat
◆
Version 1.20.0 released
- Matured and Ceased status filter added in Systematic Registration Report.
- Showing NAV start date in Historical Calculator.
- Shown Date of Birth in Client Detail inside Header Filter for Filter by Client or Family.
- Bug fixes.
◆
Version 1.19.0 released
- New/Retake risk profiling questionnaire option.
- Onboarding flow handling for sole proprietor.
- Bug fixes.
◆
Version 1.18.2 released
- Enhanced NFO Management - Added direct purchase transactions
- MF Holdings - Improved folio consolidation in detailed and summary reports
- Bug fixes and improvements
◆
Version 1.17.3 released
- Quick Access Report: Enhanced report downloads and share at Client and Family. Includes Family Head Name in report output.
- App Update Notification: Introduced in-app notification for new version availability. Guides users to Store for u
◆
Version 1.17.2 released
- Quick Access Report: Enhanced report downloads and share at Client and Family. Includes Family Head Name in report output.
- App Update Notification: Introduced in-app notification for new version availability. Guides users to Store for u
◆
Version 1.16.0 released
- Quick access to all investor reports on the Investment page.
- Profile Page: Added 'Switch Distributor' option for clients with multiple ARN accounts, plus RM details with call, email, and WhatsApp options.
- Users can switch between Biom
◆
Version 1.0.2 released
-Update features and optimised performance.
◆
Version 1.0.1 released
-Update features and optimised performance.
◆
Version 1.0.0 released