Wealth Saarthi
Publisher Description
Wealth Saarthi is Portfolio Tracking App
Wealth Saarthi is a sophisticated app designed to simplify the management and tracking of your investments. Exclusively for clients of Wealth Saarthi, the app offers an efficient and comprehensive wealth management experience.
It provides detailed insights into your investment portfolio, including SIPs and other financial assets, and allows you to download detailed portfolio reports in PDF format.
With daily updates reflecting market movements, Wealth Saarthi ensures you stay informed about your investments in real-time.
Additionally, the app features user-friendly financial calculators to demonstrate the long-term benefits of compounding.
About Wealth Saarthi
The company that develops Wealth Saarthi is Excel Net Solutions Pvt. Ltd.. The latest version released by its developer is 1.0 .
To install Wealth Saarthi on your Android device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2026-08-12 and was downloaded 3 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Wealth Saarthi as malware as malware if the download link to com.wealthsaarthimf.mobile.app is broken.
How to install Wealth Saarthi on your Android device:
- Click on the Continue To App button on our website. This will redirect you to Google Play.
- Once the Wealth Saarthi is shown in the Google Play listing of your Android device, you can start its download and installation. Tap on the Install button located below the search bar and to the right of the app icon.
- A pop-up window with the permissions required by Wealth Saarthi will be shown. Click on Accept to continue the process.
- Wealth Saarthi will be downloaded onto your device, displaying a progress. Once the download completes, the installation will start and you'll get a notification after the installation is finished.
Program Details
System requirements
Download information
Pricing
Version History
version
posted on 2026-08-12
- Enhanced security with VAPT fixes, SSL Pinning & 2FA
- Added Fundsnet Mobile support
- Added Contact Us on Sign In & Share Folio Details
- Added Custom Period, SIP Delay & Step-Up Calculators
- Added Cancel Order in NSE Invest Track Order
- Added Last Financial Year export option
- Improved Financial Calculators & Goal Reports
- Improved MF Central, Portfolio Reports & Sharing
- Improved Notifications, Navigation, KYC & Risk Profile
- Improved Broker Dashboard & CRM integration
version
posted on 2026-05-12
- 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
version
posted on 2026-02-02
- 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 BSE Cart Trusted Mode App
- Pay via Link option for BSE Trusted Mode
- Fixed Other Bugs & Crashes
version
posted on 2025-10-17
- Fulfilled Google 16 KB Requirements
- AMFI links Updated
- Contact Screen for RIA
- Added Font-Size Setting In-App
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Fixed Weekly SIP Dates in NSE Invest
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes
version 1.2.2
posted on 2025-08-22
- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter
- Fixed Wtd. Avg. Days Value
- Added Latest Android Support
- Fixed other crashes and bugs
version 1.2.1
posted on 2025-06-02
- Added options to search investor by PAN, Mobile
- Improved capital gain realised
- Time period filter added in My Journey So Far
- Factsheets now show multiple fund managers
- Transactions allowed in Top Schemes based on ARN mapping
- Fixed issue of ARN no.
- Fixed issue with deleting goals
- Added security improvements
- Other fixes and updates
version 1.2.0
posted on 2025-05-15
- Improved capital gain realized
- Time period filter added in “My Journey So Far”
- Factsheets now show multiple fund managers
- Transactions allowed in Top Schemes based on ARN mapping
- Fixed issue of ARN no.
- Fixed issue with deleting goals
- Added security improvements
- Other fixes and updates
version 1.1.6
posted on 2025-03-26
- Added Step up SIP in NSE
- Improved My SIP Report
- Share portfolio on WhatsApp business also now
- Allowable SIP/STP frequencies & dates will work as per BSE scheme master
- KYC Status report now added in Broker Login
- Fixed Share & Bond Unit Issue
- Fixed IIN Mapped Issue
- Fixed CAS ARN issue
- Fixed Other Crashes
version 1.1.4
posted on 2025-02-17
- Added Importing external portfolios (via MF Central CAS).
- 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
- Fixed NSE, BSE, MFU Order placing issues
- Fixed One-Day Change in Shares/Bonds.
- Fixed Crashes
version 1.1.3
posted on 2024-12-15
- Capital Gain Report for FY 2024-25
- Added Nominee & Guardian relation in onboarding
- Added Mobile & Email Relationship in onboarding
- Added Video/Image Permission as per Google
- Fixed Order Purchase Confirmation issue
- Fixed Calculator Issues
- Fixed Wrong UMRN Issue
- Updated MFU onboarding as per New Norms
- Updated MFU Mandate Auth Process
- Fixed logout & Crashes issue
