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 hasn’t received enough ratings or reviews to display an overview.
- Revamped design of Investor and Advisor Dashboard
- Added Calender in place of AUM Reports which now resides inside Menu
- Revamped Portfolio with Active units XIRR
- Reasons to connect added on Advisor Dashboard
- Baskets are now live for NSE and MFU users
- Support Chatbot added on Advisor Dashboard
- CAMS SOA Request is now working
- Solved Multiple users registered error on Login via Mobile no.
- Calculators have been revamped
- Managed and External filter added in Portfolio and Investor dashboard
- Improved app stability and performance.
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
- Seller
- HAPPY INVESTOR FINSERV LLP
- Size
- 106.7 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