Cedrus Wealth 2.1.7

Cedrus Consultants Private Limited ❘ Freeware ❘
iOS

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This review assesses Cedrus Wealth as a consolidated platform for managing financial assets. It positions itself as a single portal to oversee a complete financial portfolio across multiple asset classes, including:

Mutual funds
Equity shares
Bonds
Fixed deposits
PMS
Insurance

Key features:

Comprehensive portfolio reports downloadable for all assets
View historical performance of the portfolio
Easy login via a Google account
Transaction statements for any period
One-click statements of account for any Asset Management Company in India
Advanced capital gains reports
Invest online in mutual fund schemes or new fund offers, with order tracking through allotment for transparency
SIP reports to monitor running and upcoming SIPs and STPs
Insurance premium tracking
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

Overview

Cedrus Wealth is a Freeware software in the category Business developed by Cedrus Consultants Private Limited.

The latest version of Cedrus Wealth is 2.1.7, released on 06/11/2026. It was initially added to our database on 06/11/2026.

Cedrus Wealth runs on the following operating systems: iOS.

Users of Cedrus Wealth gave it a rating of 5 out of 5 stars.

Screenshots (Click to view larger)

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Latest Version
2.1.7

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