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.
5.4.5
August 13, 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
MoreInserv 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.
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.
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.
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.
Yes, Inserv Financial is supported on both iPhone and iPad, allowing you to manage your finances across your Apple devices.
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.
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.
No, Inserv Financial does not contain advertisements. The app is free to use and does not display any ads, providing an uninterrupted user experience.
