Features & Capabilities

No more going online to the PeakAlpha website to track your finances, mutual fund investments, net worth, assets and liabilities, performance and action recommendations with this app from PeakAlpha, India's #1 Financial Planners.

PeakPlanner brings your personal financial dashboard to your fingertips, with an intuitive, easy-to-use interface and effortless navigation to track investments, print reports, schedule meetings and review and approve recommendations. Packed with practical, user-friendly features.

· View details of different assets including mutual funds, insurance, foreign exchange, real estate and liabilities. · Check the current value of your mutual funds portfolio, including realized and total gains, · Monitor performance for specific funds or for the entire portfolio. · View your ongoing Systematic Investment Plans (SIPs). · Check details of your scheduled 1-on-1 financial review sessions such as date, time, mode of review, session number. · View and print the latest financial planning report from your personal financial advisor, or review past reports. · Evaluate and take decisions of recommendations from your financial advisor. Clicking ‘Approve’ triggers an email notification to your execution team. · Check status of actions on recommendations from earlier review sessions. · Review your service requests and their status, as well as your pending action to-dos. · Read financial articles and blogs relevant to you · Contact anyone at PeakAlpha, including your personal financial advisor, scheduling team or execution team.

User Growth & Download Statistics

App
By:
PeakAlpha Investment Services Private Limited
Version:
1.3.3 Last updated: 2026-05-06
Version code:
885060093
Creation date:
2019-03-04
Compatible devices:
Size:
45.94MB
URLs:
Privacy policy
Full description:
See detailed description
Source:
Apple Apps Store
Data ingested on:
2026-06-05
Compare stats and ranking:

Contact the developer

Chrome-Stats does not own this Apple app. Please use these information below to contact the Apple app developer.
Developed by:
PeakAlpha Investment Services Private Limited
Apple Apps Store
https://apps.apple.com/gh/app/peakplanner-track-your-money/id1451276356

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