# Excellent Investment Bureau

> Excellent Investment Bureau (iPhone/iPad app by EXCELLENT INVESTMENT BUREAU.)

- Source: https://appshunter.io/ios/app/excellent-investment-bureau/id1637446149 (this page in markdown: same URL + `.md`)
- Developer: [EXCELLENT INVESTMENT BUREAU](https://appshunter.io/developer/1637446153)
- Category: Finance
- Price: Free
- Age rating: 17+
- Requires: iOS 16.0 · 92 MB
- Languages: American English
- Released: 2022-08-24
- Data updated: 2026-03-22
- User reviews in markdown: https://appshunter.io/ios/app/excellent-investment-bureau/id1637446149/reviews.md

## What is Excellent Investment Bureau?

Excellent Investment Bureau 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


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


## Version history (last 5 releases)

### 2.1.6 — 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

### 2.0.4 — 2025-10-01

- Added Asset Composition Pie Chart
- Fixed Calculators
- Fixed Issues of NSE Invest
- Fixed Other Crashes

### 2.0.3 — 2025-09-02

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

### 1.1.2 — 2023-12-20

Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active Insurance Policies, Fixed Crashes

### 1.0.5 — 2023-11-21

- Complete Portfolio report download including all assets.
- View historical Performance 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
- 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.

## Apps similar to Excellent Investment Bureau

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [SHREE SIDVIN](https://appshunter.io/ios/app/shree-sidvin/id6702021757) | — | Free | Finance |
| [TARESH](https://appshunter.io/ios/app/taresh/id1539861639) | — | Free | Finance |
| [FQSmart](https://appshunter.io/ios/app/fqsmart/id1588255215) | — | Free | Finance |
| [RETURNN@HLKAPOOR](https://appshunter.io/ios/app/returnnhlkapoor/id6479750288) | — | Free | Finance |
| [Shree Digvijay](https://appshunter.io/ios/app/shree-digvijay/id1593205598) | — | Free | Finance |
| [MEHTA PRIME WEALTH](https://appshunter.io/ios/app/mehta-prime-wealth/id1643696063) | — | Free | Finance |

---

*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 2026-03-22.*