# Devashish > Comprehensive financial portfolio management and investment platform. (iPhone/iPad app by DEVASHISH SECURITIES PRIVATE LIMITED.) - Source: https://appshunter.io/ios/app/devashish/id1388838257 (this page in markdown: same URL + `.md`) - Developer: [DEVASHISH SECURITIES PRIVATE LIMITED](https://appshunter.io/developer/1388838256) - Category: Finance - Price: Free - Rating: 4.80/5 from 5 App Store ratings - Age rating: 4+ - Requires: iOS 16.0 · 85 MB - Languages: American English - Released: 2018-06-23 - Data updated: 2026-08-15 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/devashish/id1388838257/reviews.md ## What is Devashish? Devashish 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 Performace 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 report download - Historical portfolio performance tracking - Transaction statement generation - Online investment in mutual funds - SIP and STP tracking - Insurance premium reminders - Financial calculators ## Frequently asked questions about Devashish ### What types of financial assets can I track with Devashish? Devashish 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 portfolio. ### Can I download reports and statements from Devashish? Yes, Devashish offers complete portfolio report downloads and transaction statements for any period. You can also perform a 1-Click Statement of Account Download for any Asset Management Company in India. ### Does Devashish support online investing? Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through Devashish. The app tracks all your orders until the allotment of units for complete transparency. ### What financial calculators are available in Devashish? Devashish includes a variety of useful calculators such as Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator to aid in your financial planning. ### How secure is Devashish for managing my financial data? While specific security measures are not detailed in the description, the app is developed by DEVASHISH SECURITIES PRIVATE LIMITED, suggesting a focus on financial data integrity. Users generally rate the app highly at 4.8 stars. ### Is Devashish available on multiple devices? Yes, Devashish is available for both iPhone and iPad, allowing you to manage your finances across different Apple devices. ### How often is Devashish updated? The latest version of Devashish is 5.4.6, and it was last updated on May 22, 2026. This indicates a recent update, suggesting ongoing development and maintenance. ### Does Devashish have ads? No, Devashish does not contain advertisements. The app is free to download and use without any ad interruptions. ## Version history (last 5 releases) ### 5.4.7 — 2026-08-12 - 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 ### 5.4.6 — 2026-05-22 - 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 ### 5.3.1 — 2026-03-17 - 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 ### 5.2.6 — 2026-01-29 - Introduced NSE Invest Cart - Added NSE Invest-Track order functionality - Added Client Search by Equity Code - Added Date Range in Portfolio Reports Download - Added Font Size Settings - Added Nominee Details Screen - Added Terms & Conditions while login / signup - Added Avg. Purchase NAV to be shown in portfolio detail screen - Added Investment via short link - Added BSE Cart Trusted Mode App - Pay via Link option for BSE Trusted Mode - Updated AMFI Links - Fixed Crashes ### 5.1.1 — 2025-11-10 - 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 ## Apps similar to Devashish | App | Rating | Price | Category | | --- | --- | --- | --- | | [PL Capital: Stocks, Demat, IPO](https://appshunter.io/ios/app/pl-capital-stocks-demat-ipo/id6742810801) | — | Free | Finance | | [SuratPay Merchant](https://appshunter.io/ios/app/suratpay-merchant/id6759603374) | — | Free | Finance | | [Loan Calculator - Home Payment](https://appshunter.io/ios/app/loan-calculator-home-payment/id1097378421) | 4.8 (313) | Free | Finance | | [iInvest from Integrated](https://appshunter.io/ios/app/iinvest-from-integrated/id6446880589) | 1.0 (1) | Free | Finance | | [Sundaram MF](https://appshunter.io/ios/app/sundaram-mf/id6742233114) | — | Free | Finance | | [Gibraltar Int. 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