About
Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track investments, view historical performance, and generate detailed reports. Invest in mutual funds and stay informed about your SIPs and premiums.
What's New in AssetView
1.2.3
May 5, 2026
- Added CRM module in Broker Dashboard - Implemented digital accessibility (RPwD compliant) - Enabled Step-Up SIP in order placement (NSE Invest) - Integrated NSE NACH Bank API - Introduced Dark Theme - Enabled multi-language support - Added font size customization - Updated NAV Lookup & Factsheet (Mobile) - Improved transactions pagination - Fixed Portfolio as on Date - General bug fixes & performance improvements
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FAQ
What types of assets can I track with AssetView?
AssetView allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a consolidated view of your entire financial holdings.
Can I invest directly through AssetView?
Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through AssetView. The app tracks all your orders until the allotment of units for complete transparency.
Does AssetView offer any financial planning tools?
AssetView includes several useful calculators and tools for financial planning, such as Retirement, SIP, SIP Delay, SIP Step up, Marriage, and EMI calculators. These tools can help you plan for various life events and financial goals.
How does AssetView help with insurance management?
The app provides an insurance list to help you keep track of premiums that are due to be paid. This feature ensures you don't miss any important insurance payments.
What kind of reports can I download from AssetView?
You can download complete portfolio reports including all your assets, historical performance reports, transaction statements for any period, and statements of account for any Asset Management Company in India with just one click. Advanced Capital Gain Reports are also available.
Is AssetView available on multiple devices?
AssetView is designed for use on both iPhone and iPad, offering a consistent experience across Apple's mobile platforms. This allows you to manage your finances on the go or from your tablet.
How often is AssetView updated?
The latest version of AssetView is 1.2.3, which was last updated on May 5, 2026. This indicates a commitment to ongoing development and improvements.
What is the user rating for AssetView?
AssetView has received an excellent rating of 5.0 stars from 1 rating. This suggests a very positive initial reception from its users.
