Preview
Description
Dalmia 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 Performace 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
What's New
Version 2.3.7 2026-10-29
- Enhanced security with VAPT improvements & 2FA - Added Fundsnet Mobile support - Added Contact Us on Sign In & Share Folio Details - Added Custom Period, SIP ... Technical Analysis
Package Overview Basic metadata
Bundle ID
com.excelnet.dalmiaadvisory Current Version 2.3.7
Minimum iOS 16.0
Package Size App Store Size
Package Metadata 0 / 14 version records
Detailed binary, privacy manifest, framework, and Info.plist results have not been indexed for this package yet. The verified App Store and archive metadata above remains available.
Known Version Records
0 version records with stored package metadata • 14 known version records
Stored metadata does not guarantee a package is currently available to download.
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