Free

Details

Released
December 20, 2021
Updated
October 29, 2026

Features

Inserv Financial screenshot #1 for iPhone
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Inserv Financial screenshot #6 for iPhone
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About

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

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

5.4.7

October 29, 2026

- 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

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User reviews

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?

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 holistic view of your complete 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 complete transparency.

What financial calculators are available in Inserv Financial?

Inserv Financial offers a suite of 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 reporting?

The app provides complete portfolio reports that can be downloaded, including all your assets. You can also view the historical performance of your portfolio 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 5.4.7, which was last updated on October 29, 2026. This indicates a commitment to ongoing development and feature enhancements.

What is the user sentiment for Inserv Financial?

Based on the available data, Inserv Financial has a high rating of 4.5 stars from 2 ratings, suggesting positive user experiences with the app's functionality and performance.

Does Inserv Financial have ads?

No, Inserv Financial is free and does not contain advertisements. This ensures an uninterrupted user experience while managing your financial portfolio.