Happy Investor
Finance
Free · Designed for iPad. Not verified for macOS.
Happy Investor is your all-in-one personal finance app designed to simplify wealth management. Track all your investments, analyze your portfolio, plan financial goals, and invest with confidence - all in one clean, easy-to-use dashboard.
What Can You Do:
1. Portfolio Tracking - Mutual funds, FDs, insurance and more - seamlessly organized in one place.
2. Smart Insights - Access scheme performance charts, asset allocation views, and personal investment journey to make better financial decisions.
3. Downloads - Portfolio Summaries, historical performance, Capital Gains Report, Running SIPs, Transaction Report, Account Statement, and Insurance Policies instantly.
4. Smart Planning Tools - Use SIP, step-up SIP, Retirement, SWP, EMI, and goal-planning calculators to stay on track.
5. Simple. Secure. Transparent - Built for ease of use with strong data privacy and a smooth experience across iPhone and iPad.
Take charge of your financial journey - with clarity, confidence, and Happy Investor by your side.
Ratings & Reviews
- This app has not received enough ratings or reviews to display an overview.
- Enhanced security with VAPT improvements & 2FA
- Added Fundsnet Mobile support
- Added Contact Us on Sign In & Share Folio Details
- Added Custom Period, SIP Delay & Step-Up Calculators
- Revamped Financial Calculators & improved Goal Reports
- Improved MF Central, Portfolio Reports & Navigation
- Improved Notifications, Multi-language, KYC & Risk Profile
- Improved CRM integration & Dashboard experience
- Performance improvements with bug & crash fixes
The developer, HAPPY INVESTOR FINSERV LLP, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Provider
- HAPPY INVESTOR FINSERV LLP
- Size
- 89.8 MB
- Category
- Finance
- Compatibility
Requires iOS 16.0 or later.
- iPhone
Requires iOS 16.0 or later. - iPad
Requires iPadOS 16.0 or later. - Mac
Requires macOS 13.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © All rights Reserved