# Hemant Finserve

> Comprehensive financial portfolio management and investment tool. (iPhone/iPad app by Excel Net Solutions Private Limited.)

- Source: https://appshunter.io/ios/app/hemant-finserve/id6502902489 (this page in markdown: same URL + `.md`)
- Developer: [Excel Net Solutions Private Limited](https://appshunter.io/developer/1108471137)
- 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: 2024-09-12
- Data updated: 2026-08-12
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/hemant-finserve/id6502902489/reviews.md

## What is Hemant Finserve?

Hemant Finserve 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 reporting
- Historical performance tracking
- Transaction statement generation
- Online mutual fund investments
- SIP and STP tracking
- Insurance premium reminders
- Financial calculators


## Frequently asked questions about Hemant Finserve

### What types of financial assets can I track with Hemant Finserve?

Hemant Finserve allows you to track a comprehensive range of financial assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a holistic view of your complete financial portfolio.

### Can I invest directly through Hemant Finserve?

Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through Hemant Finserve. The app tracks all your orders until the allotment of units, ensuring complete transparency.

### What kind of reports can I download from Hemant Finserve?

Hemant Finserve offers a complete portfolio report download that includes all your assets. You can also download transaction statements for any period and a 1-click statement of account for any Asset Management Company in India.

### Does Hemant Finserve offer any financial planning tools?

Yes, Hemant Finserve includes a suite of calculators and tools to aid in financial planning. These include Retirement, SIP, SIP Delay, SIP Step up, Marriage, and EMI calculators.

### How frequently is Hemant Finserve updated?

The latest version of Hemant Finserve is 1.7.2, last updated on May 14, 2026. While specific update frequency isn't detailed, this indicates active development and maintenance.

### What devices is Hemant Finserve available on?

Hemant Finserve is available for use on both iPhone and iPad devices. This allows for convenient access to your financial information across Apple's mobile ecosystem.

### Is Hemant Finserve suitable for beginners in finance?

With its comprehensive reporting, investment features, and helpful calculators, Hemant Finserve can be beneficial for beginners. The app aims to provide clarity and control over financial portfolios.

### Does Hemant Finserve have ads?

No, Hemant Finserve does not contain advertisements. The app is designed to provide a clean and uninterrupted user experience focused on financial management.

## Version history (last 5 releases)

### 1.7.3 — 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

### 1.7.2 — 2026-05-14

- 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

### 1.6.2 — 2026-04-06

BSE Order history - Added action to fetch Real time order status, New Investment NSE - Added option to Choose Folio bank, Enhanced Security Measures, Goal Planner - Edit / Delete Goals, Capital Gain Unrealized - As per New Income tax rules, Changed NSE Add Bank to Manage Banks and improved it`s functionality, Improved Transactions Screen, Fixed BSE,MFU Order placing issues, Fixed One-Day Change in Shares/Bonds.

### 1.6.1 — 2026-02-03

- 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

### 1.5.6 — 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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All apps by Excel Net Solutions Private Limited: https://appshunter.io/developer/1108471137

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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.*