# CSW FINSERV

> Comprehensive financial portfolio tracker with investment tools and reporting. (iPhone/iPad app by CSW FINSERV.)

- Source: https://appshunter.io/ios/app/csw-finserv/id6444364592 (this page in markdown: same URL + `.md`)
- Developer: [CSW FINSERV](https://appshunter.io/developer/1654169220)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2022-11-23
- Data updated: 2026-08-13
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/csw-finserv/id6444364592/reviews.md

## What is CSW FINSERV?

CSW FINSERV 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 Performace 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
- Transaction statement generation
- Online investment in mutual funds
- SIP and STP tracking
- Financial calculators


## Frequently asked questions about CSW FINSERV

### 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.

## Version history (last 5 releases)

### 1.7.6 — 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

### 1.7.5 — 2026-06-11

- 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

### 1.7.4 — 2026-03-10

- Mandatory Risk Profiling 
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator 
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Message
- Fixed Crashes & Other Issues

### 1.6.9 — 2026-01-15

- 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

### 1.6.4 — 2025-10-31

- 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

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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 2026-08-13.*