# Allwin Finserv Private Limited

> Comprehensive financial portfolio management and investment tracking app. (iPhone/iPad app by ALLWIN FINANCIAL SERVICES.)

- Source: https://appshunter.io/ios/app/allwin-finserv-private-limited/id1293681396 (this page in markdown: same URL + `.md`)
- Developer: [ALLWIN FINANCIAL SERVICES](https://appshunter.io/developer/1293681395)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 100 MB
- Languages: English
- Released: 2017-10-11
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/allwin-finserv-private-limited/id1293681396/reviews.md

## What is Allwin Finserv Private Limited?

Allwin Finserv Private Limited 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 Performance 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

## Key features

- Complete portfolio reporting
- Historical performance tracking
- Online mutual fund investment
- SIP and STP management
- Insurance premium tracking
- Financial calculators

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/allwin-finserv-private-limited/id1293681396/reviews.md

### 4/5 — Investment with a personal touch

*2024-12-03*

I have been associated with this firm since 2009. Phenomenal returns and support in difficult time mes

## Frequently asked questions about Allwin Finserv Private Limited

### 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.

## Version history (last 5 releases)

### 4.1.1 — 2026-04-30

- 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

### 3.0.8 — 2025-11-04

- AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes

### 3.0.5 — 2025-08-25

- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Menu for Large IFA
- Updated Insurance Filter
- Fixed other crashes and bugs

### 3.0.4 — 2025-07-09

- Added Portfolio FD Categorization 
- Added Add to Cart feature in MFU
- Added Credit against MF in Broker Login
- Added filter on SIP Summary
- Added New Nominee details in BSE / NSE / MFU
- Added birth proof certificate in BSE for Minors
- Auth handling while placing transfer holding in BSE
- Fixed dividend frequency while placing order in MFU
- Fixed default bank issue while placing order in NSE
- Fixed other crashes and bugs

### 3.0.3 — 2025-03-19

Added Step up SIP in NSE
Improved My SIP Report
KYC Status report now added in Broker Login
Fixed IIN Mapped Issue
Fixed BSE NRI Fatca Issue
Fixed SIP Summary - NAV issue
Fixed Meeting Note Crash
Fixed Other Crashes

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-01.*