Investment with a personal touch
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Manage your entire financial portfolio, including mutual funds, stocks, bonds, and insurance. Track investments, view performance, and generate detailed reports. Invest in mutual funds and manage SIPs with ease.
✓Complete portfolio reporting
✓Historical performance tracking
✓Online mutual fund investment
✓SIP and STP management
✓Insurance premium tracking
✓Financial calculators
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What's New in Allwin Finserv Private Limited
4.1.1
April 30, 2026
- Introduced CRM module in the Broker Dashboard - Implemented Digital Accessibility features in compliance with the Rights of Persons with Disabilities guidelines - Added Dark Theme for improved user experience - Enabled Font Size customization for better readability - Introduced Multi-Lingual support
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FAQ
What types of investments can I track with Allwin Finserv?
Allwin Finserv allows you to track a wide range of investments including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. It provides a consolidated view of all your assets.
Can I invest directly through Allwin Finserv?
Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through the app. The app tracks your orders until the allotment of units for complete transparency.
Does Allwin Finserv offer any financial calculators?
Yes, Allwin Finserv includes several useful calculators and tools such as a Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator.
How secure is my financial data with Allwin Finserv?
The app offers easy login via your Google email ID, suggesting a reliance on Google's security protocols for authentication. Specific details on data encryption and advanced security measures are not provided in the description.
What kind of reports can I download from Allwin Finserv?
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.
How often is Allwin Finserv updated?
The latest version available is 4.1.1, last updated on April 30, 2026. This indicates a history of regular updates, although the exact frequency is not specified.
Is Allwin Finserv available on multiple devices?
Yes, Allwin Finserv is supported on both iPhone and iPad, making it accessible to a wide range of iOS users.
Does Allwin Finserv have ads?
No, Allwin Finserv does not contain advertisements, providing an ad-free experience for users.
