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Information
Apple ID6756488149
Bundle IDcom.excelnetsolpvtltd.wealthvision
SellerSeller
Min iOS16.0
Min macOS13.0
Device familiesiphone, ipad
Released2026-03-03
Copyright© All rights reserved.
Privacy policyLink ↗
Preview 2 platforms
iPhone 5 images
iPad 5 images
What’s New Version 1.1.5
- 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
MY WEALTH VISION 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 4 versions
Build 885603542v1.1.52026-05-13 16:27:28
- 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 883761440v1.1.02026-03-26 22:55:19
- 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 883041231v1.0.52026-03-06 23:15:50
General Update and Bug Fixes
Build 880607130v1.0.42026-03-03 09:10:57
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 | — | 1.1.5 |
Change log 7 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
MY WEALTH VISION 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
MY WEALTH VISION
◆
Version 1.1.5 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 1.1.0 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 1.0.5 released
General Update and Bug Fixes
◆
Version 1.0.4 released