# GreenTurtleFinserv

> Comprehensive wealth management and investment tracking app for diverse financial assets. (iPhone/iPad app by GREEN TURTLE FINSERV PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/greenturtlefinserv/id1634614752 (this page in markdown: same URL + `.md`)
- Developer: [GREEN TURTLE FINSERV PRIVATE LIMITED](https://appshunter.io/developer/1634614754)
- 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: 2022-07-19
- Data updated: 2026-08-12
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/greenturtlefinserv/id1634614752/reviews.md

## What is GreenTurtleFinserv?

GreenTurtleFinserv is one-stop shopping for all your Wealth Management 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
- Online investment in mutual funds
- Capital gain reports
- SIP and insurance tracking
- Financial calculators


## Frequently asked questions about GreenTurtleFinserv

### What financial assets can I track with GreenTurtleFinserv?

GreenTurtleFinserv 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 download my portfolio statements with GreenTurtleFinserv?

Yes, GreenTurtleFinserv offers complete portfolio report downloads, including all assets. You can also download transaction statements for any period and a one-click statement of account for any Asset Management Company in India.

### Does GreenTurtleFinserv support online investing?

Yes, you can invest online directly through GreenTurtleFinserv in any mutual fund scheme or New Fund Offer. The app tracks all orders until unit allotment, ensuring complete transparency in your investment process.

### What financial calculators are available in GreenTurtleFinserv?

GreenTurtleFinserv includes several useful calculators and tools to aid your financial planning. These include a Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator.

### How secure is my financial data with GreenTurtleFinserv?

The app features easy login via your Google email ID, suggesting a reliance on Google's security infrastructure. While specific security protocols are not detailed, this integration offers a baseline level of account protection.

### How often is GreenTurtleFinserv updated?

The latest version of GreenTurtleFinserv is 2.5.8, last updated on May 7, 2026. This indicates a recent update, suggesting ongoing development and maintenance for the application.

### What devices is GreenTurtleFinserv available on?

GreenTurtleFinserv is available for both iPhone and iPad users. This ensures accessibility for a broad range of Apple device owners looking to manage their finances.

### Does GreenTurtleFinserv have ads?

No, GreenTurtleFinserv does not contain advertisements. The app is free to download and use without any ad interruptions.

## Version history (last 5 releases)

### 2.5.9 — 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

### 2.5.8 — 2026-05-07

- 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

### 2.5.3 — 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

### 2.4.8 — 2026-01-28

- 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

### 2.4.3 — 2025-10-28

- 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 2026-08-12.*