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Inserv Financial

Inserv Financial

by INSERV FINANCIAL SERVICES PRIVATE LIMITED

2 ratings
1 review
💰 Finance
Free

Details

  • Released
  • Updated
  • December 20, 2021
  • May 23, 2026

Features

Developer

INSERV FINANCIAL SERVICES PRIVATE LIMITED
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About

Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track investments, download reports, and utilize various financial calculators for informed decision-making.

✓Complete portfolio reporting
✓Investment performance tracking
✓Online investment in mutual funds
✓SIP and STP tracking
✓Insurance premium reminders
✓Financial calculators
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What's New in Inserv Financial

5.4.4

May 23, 2026

- 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

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User reviews

Most RecentHighest RatedLowest Rated

Latest Version Super cool

Give a good view on journey so far and the new pie chart view is amazing …
BTW can you get one more column adding in the table to view invested amount and market value in your next app version in investor and fund tabs?
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FAQ

What types of assets can I track with Inserv Financial?

Inserv Financial 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 invest directly through Inserv Financial?

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

What financial calculators are available in Inserv Financial?

Inserv Financial offers several useful calculators, including Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator to aid in your financial planning.

How does Inserv Financial handle portfolio reports?

The app provides complete portfolio reports that can be downloaded, including all your assets. You can also view historical performance and obtain transaction statements for any period.

Is Inserv Financial available on multiple devices?

Yes, Inserv Financial is supported on both iPhone and iPad, allowing you to manage your finances across your Apple devices.

How often is Inserv Financial updated?

The latest version of Inserv Financial is 5.2.9, and it was last updated on March 18, 2026. This indicates a commitment to regular updates and improvements.

What is the user sentiment for Inserv Financial?

Inserv Financial has received a high rating of 4.5 stars from 2 ratings, suggesting positive user experiences. Users appreciate its comprehensive features for wealth management.

Does Inserv Financial have ads?

No, Inserv Financial does not contain advertisements. The app is free to use and does not display any ads, providing an uninterrupted user experience.