Next Portfolio

Next Portfolio

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Details about Next Portfolio

  • Released
  • Updated
  • iOS Version
  • Age Rating
  • Size
  • Devices
  • Languages

Features

Developer of Next Portfolio

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Version History of Next Portfolio

3.2.6

July 24, 2024

- Introduced Meetings Notes - Improved contact screen for AMFI due diligence req. - Improved NSE Onboarding Workflow - Added KYC Check while Placing Order - Added IIN Rejection Reason in Profiles - Added Collapsable Option on Home & Portfolio - Added Transaction Mode in New Investment - Added Balance units on fund's detailed Screen - Resolved Mandates Listing & Date Issue - Resolved Date Related Issues - Resolved Capital Gain Realised Report Issue

More

3.2.4

June 4, 2024

- Improved My Journey So Far - Improved Client Search - Added AMFI Regd. MFD - Improved Fund Picks - Fixed Address Screen Issue - Resolved Crashes - General Update

More

3.2.2

March 27, 2024

- Login Via Mobile OTP - Introduced New Goal Module with Add / Edit / Map Folio - Improved Login / Forgot Password / Reset Password / Signup Screens - Improved Transaction Filter - Improved My Orders - Resolved Login Issues - Resolved Crashes - General Update

More

3.2.0

January 9, 2024

Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active Insurance Policies, Fixed Crashes

More

3.1.7

December 29, 2023

Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active Insurance Policies, Fixed Crashes

More

3.1.5

November 30, 2023

Fixed 1 day Change Issue, New Shares & Bonds Screens, Invite Friend in Client Login, Improved FD & Other Assets Tabs, Improved Top Schemes, Improved My Journey So Far, Fixed Factsheet Sorting Issue, Removed Until Cancelled Option in Mandate & SIP, Resolved Other Fixes and Crashes

More

3.1.3

September 25, 2023

Improved Portfolio Screens, BSE Order Authentication for Individual & Joint Holders, BSE Order Authentication from My Orders Menu, Added Total SIP in My SIP Menu, Added User Profile Screen, New & Improved Top SIP Schemes, Given Physical & NACH option in BSE Mandate, Improved My Orders for Multi Exchange, Fixed Broker Profile Issue, Fixed MFU New Invest Issue, Fixed My Transactions Issues,Search Scheme, Document Upload, Contact No. & FAQ Tab issue, Factsheet Holdings Issue

More

3.1.0

June 20, 2023

Order Authentication in New Purchase & Additional Transactions, Improved Onboarding Flow in BSE / NSE / MFU, Fixed SOA Download Issue, Improved Screen in Other Assets, Fixed Top Schemes Filter, Fixed Funds Picks Filter, Fixed Risk Profile Issue, Fixed Contact us Screen, Fixed NFO Crash, Fixed Document Upload Issue, Fixed Nominee Authentication, Improved UI Screens, Resolved Various Crashes, Other Crash & Bug Fix, General Update

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3.0.2

May 25, 2023

- Complete Portfolio report download including all assets. - View historical Performance 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 - 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.

More

3.0.1

May 24, 2023

- Complete Portfolio report download including all assets. - View historical Performance 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 - 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.

More

Price History of Next Portfolio

Description of Next Portfolio

Next Portfolio is one-stop shopping for all your investment 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 - Easy login via your Google email id. - 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
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Next Portfolio: FAQ

Is the software for Next Portfolio compatible with iPads?

Yes, Next Portfolio is compatible with iPad devices.

Who released the app?

The Next Portfolio app was built by Excel Net Solutions Private Limited.

What is the minimum iOS version required to use Next Portfolio?

Your iOS device should have iOS 15.0 or later installed to run the app.

What is the overall rating of the app?

No ratings are available for the Next Portfolio app yet.

What’s the app category of Next Portfolio?

The Main Genre Of The Next Portfolio App Is Finance.

Which version of the Next Portfolio app is the latest one?

The newest version of Next Portfolio is 3.2.6.

What is the release date of the most recent Next Portfolio update?

Next Portfolio rolled out its latest update on November 30, 2024.

What was the release date of the app?

Next Portfolio originally came out on February 5, 2023.

What is the age rating for Next Portfolio?

The content advisory rating for the Next Portfolio app is Excel Net Solutions Private Limited.

What are the languages supported by Next Portfolio?

Next Portfolio is available in English.

Can I enjoy Next Portfolio by subscribing to Apple Arcade?

Sorry, Next Portfolio is not on Apple Arcade.

Can I find in-app purchases in Next Portfolio?

Sorry, in-app purchases are not available for users of Next Portfolio.

Can I use Next Portfolio with Apple Vision Pro?

No, you cannot use Next Portfolio with Apple Vision Pro.

Does Next Portfolio incorporate ads within the app?

No, Next Portfolio does not incorporate ads within the app.

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