# Alok Surana

> Comprehensive personal finance portfolio tracker and investment platform. (iPhone/iPad app by ALOK KANTILAL SURANA.)

- Source: https://appshunter.io/ios/app/alok-surana/id6747881904 (this page in markdown: same URL + `.md`)
- Developer: [ALOK KANTILAL SURANA](https://appshunter.io/developer/1838697182)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 87 MB
- Languages: American English
- Released: 2025-06-30
- Data updated: 2026-08-19
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/alok-surana/id6747881904/reviews.md

## What is Alok Surana?

Alok Surana is one-stop shopping for all your Financial 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
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
- Transaction statements
- Online investment in mutual funds
- SIP and STP tracking
- Insurance premium reminders
- Financial calculators


## Frequently asked questions about Alok Surana

### What types of financial assets can I track with Alok Surana?

Alok Surana allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a holistic view of your complete financial portfolio.

### Can I invest directly through Alok Surana?

Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through Alok Surana. The app tracks all your orders until unit allotment for transparency.

### What kind of reports can I download from Alok Surana?

You can download complete portfolio reports including all assets, historical performance reports, transaction statements for any period, and one-click statements of account for any AMC in India. Advanced Capital Gain Reports are also available.

### Does Alok Surana offer any financial planning tools?

Alok Surana includes several useful calculators and tools to aid in financial planning. These include Retirement, SIP, SIP Delay, SIP Step up, Marriage, and EMI calculators.

### How frequently is Alok Surana updated?

The latest version of Alok Surana is 2.0.8, and it was last updated on August 11, 2026. This indicates regular maintenance and potential feature additions.

### What devices are supported by Alok Surana?

Alok Surana is available for iPhone and iPad, offering a seamless experience across Apple's mobile and tablet platforms.

### What is the age rating for Alok Surana?

Alok Surana has an age rating of 4+, making it suitable for a wide range of users. This rating suggests content is generally appropriate for children.

### Does Alok Surana have ads?

No, Alok Surana does not contain advertisements. The app is completely free to use and does not display any ads to its users.

## Version history (last 5 releases)

### 2.0.8 — 2026-08-11

- 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

### 2.0.6 — 2025-11-20

- 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

### 1.1.2 — 2025-08-25

- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter

### 1.0.2 — 2025-08-22

- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter

### 1.0.1 — 2025-06-30

No release notes.

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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 2026-08-19.*