Investment with a personal touch
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Manage your entire financial portfolio, including mutual funds, stocks, bonds, and insurance. Track investments, download statements, and utilize financial calculators for retirement and SIP planning.
✓Portfolio reporting
✓Investment tracking
✓Online investment
✓Financial calculators
✓Statement downloads
✓SIP management
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What's New in Allwin Finserv Private Limited
4.1.3
October 29, 2026
- 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
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FAQ
What types of assets can I track with Allwin Finserv?
Allwin Finserv allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This ensures a complete overview of your financial holdings within the app.
Can I invest directly through Allwin Finserv?
Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through Allwin Finserv. The app provides transparency by tracking all orders until the allotment of units.
What financial calculators are available in Allwin Finserv?
Allwin Finserv offers a suite of useful calculators including Retirement, SIP, SIP Delay, SIP Step up, Marriage, and EMI calculators. These tools can assist with various financial planning needs.
How does Allwin Finserv handle login and security?
Login to Allwin Finserv is made easy and secure via your Google email ID. The app is designed to protect your financial information.
Can I download reports and statements from Allwin Finserv?
Yes, you can download complete portfolio reports including all assets, transaction statements for any period, and one-click statements of account for any Asset Management Company in India. Advanced Capital Gain Reports are also available.
Does Allwin Finserv have ads?
No, Allwin Finserv does not contain advertisements. It provides an ad-free experience for managing your financial portfolio.
What devices is Allwin Finserv available on?
Allwin Finserv is available for both iPhone and iPad devices. This allows for convenient access to your financial information across Apple's mobile ecosystem.
How often is Allwin Finserv updated?
The latest version of Allwin Finserv is 4.1.3, last updated on October 29, 2026. While this indicates a recent update, users can expect regular improvements and feature additions.
