# Inserv Financial

> Comprehensive wealth management app for tracking investments and financial planning. (iPhone/iPad app by INSERV FINANCIAL SERVICES PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/inserv-financial/id1599704317 (this page in markdown: same URL + `.md`)
- Developer: [INSERV FINANCIAL SERVICES PRIVATE LIMITED](https://appshunter.io/developer/1599704319)
- Category: Finance
- Price: Free
- Rating: 4.50/5 from 2 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 16.0 · 85 MB
- Languages: American English
- Released: 2021-12-20
- Data updated: 2026-08-16
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/inserv-financial/id1599704317/reviews.md

## What is Inserv Financial?

Inserv Financial 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 Performance 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
- Investment performance tracking
- Online investment in mutual funds
- SIP and STP tracking
- Insurance premium reminders
- Financial calculators

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/inserv-financial/id1599704317/reviews.md

### 4/5 — Latest Version Super cool

*2023-03-31*

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?

## Frequently asked questions about Inserv Financial

### 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.

## Version history (last 5 releases)

### 5.4.5 — 2026-08-13

- 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

### 5.4.4 — 2026-05-23

- 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

### 5.2.9 — 2026-03-18

- 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

### 5.2.4 — 2026-01-29

- 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

### 5.0.9 — 2025-10-24

- 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 2026-08-16.*