About
Manage your entire financial portfolio, including mutual funds, stocks, bonds, and insurance. Track investments, generate reports, and access financial calculators for informed decision-making.
What's New in CSW FINSERV
1.7.5
June 11, 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
MoreFAQ
What types of assets can I track with CSW FINSERV?
CSW FINSERV allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This ensures all your investments are visible in one place.
Can I invest directly through CSW FINSERV?
Yes, you can invest online in any Mutual Fund scheme or New Fund Offer directly through CSW FINSERV. The app provides transparency by tracking all orders until unit allotment.
What financial calculators are available in CSW FINSERV?
CSW 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 CSW FINSERV handle portfolio reporting?
The app provides complete portfolio reports that can be downloaded, encompassing all your assets. You can also easily view historical performance and generate transaction statements for any period.
Is CSW FINSERV available on multiple devices?
CSW FINSERV is designed for Apple devices, supporting both iPhone and iPad. This allows for convenient access to your financial information across your Apple ecosystem.
How often is CSW FINSERV updated?
CSW FINSERV was last updated on March 10, 2026, with version 1.7.4. The release date was November 23, 2022, indicating ongoing development and support for the application.
What is the user rating for CSW FINSERV?
CSW FINSERV has received an excellent rating of 5.0 stars from 1 rating. This suggests a highly positive user experience based on available feedback.
Does CSW FINSERV have ads?
CSW FINSERV is ad-free, meaning you can manage your investments without any interruptions from advertisements. This provides a clean and focused user experience.
