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Shapath Wealth icon
Age Rating
4+
Years
Language
EN
Size
103
MB

Information

Apple ID6751233854
Bundle IDcom.shapathwealth.shapathwealth
SellerSeller
Min iOS16.0
Min macOS13.0
Device familiesiphone, ipad
Released2025-09-10
Copyright© 2025 Shapath Wealth
Privacy policyLink ↗

Preview 2 platforms

iPhone 8 images

iPhone screenshot
iPhone screenshot
iPhone screenshot
iPhone screenshot
iPhone screenshot
iPhone screenshot
iPhone screenshot
iPhone screenshot

iPad 8 images

iPad screenshot
iPad screenshot
iPad screenshot
iPad screenshot
iPad screenshot
iPad screenshot
iPad screenshot
iPad screenshot

What’s New Version 1.2.3

- 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

Shapath 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 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 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 6 versions

Build 886127922v1.2.32026-06-05 18:44:49
- 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 883205462v1.1.92026-03-10 18:32:47
- 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 881522161v1.1.42026-01-15 21:05:08
- 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 879040025v1.0.92025-10-20 14:24:09
- 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 878822494v1.0.22025-10-12 07:08:01
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 877379241v1.0.12025-09-10 16:44:50

No pricing data captured yet — comparisons appear once the app has paid storefronts or in-app purchases.

Availability 148 of 175 storefronts

RegionLanguagePriceRatingsAvgVersion
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CA en-CAFree35.01.2.3
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CD en-GBFree01.2.3
CG en-GBFree01.2.3
CH de-CHFree01.2.3
CI fr-FRFree01.2.3
CL es-MXFree01.2.3
CM fr-FRFree01.2.3
CN zh-Hans-CNFree01.2.3
CO es-MXFree01.2.3
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EC es-MXFree01.2.3
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Not available in: AT, BE, BG, CY, CZ, DE, DK, EE, ES, FI, FR, GR, HR, HU, IE, IT, LT, LU, LV, MT, NL, PL, PT, RO, SE, SI, SK

Change log 9 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
Shapath 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
name updated
Shapath Wealth
Version 1.2.3 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 1.1.9 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 1.1.4 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 1.0.9 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 1.0.2 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 rules,
Version 1.0.1 released
expanded screenshot