Investkey Finserve

Investkey Finserve

by Excel Net Solutions Private Limited

1 ratings
Free

Rating summary
1
0
0
0
0

Details

  • Released
  • Updated
  • March 7, 2024
  • May 14, 2026

Features

Investkey Finserve screenshot #1 for iPhone
Investkey Finserve screenshot #2 for iPhone
Investkey Finserve screenshot #3 for iPhone
Investkey Finserve screenshot #4 for iPhone
Investkey Finserve screenshot #5 for iPhone
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About

Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track historical performance, download detailed reports, and invest online. Includes various financial calculators for planning.

βœ“Complete portfolio reporting
βœ“Historical performance tracking
βœ“Online investment in mutual funds
βœ“Advanced capital gain reports
βœ“SIP and insurance tracking
βœ“Financial calculators
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What's New in Investkey Finserve

5.3.7

May 14, 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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FAQ

What types of assets can I track with Investkey Finserve?

Investkey Finserve allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This ensures all your financial holdings are visible in one place.

Can I invest directly through Investkey Finserve?

Yes, Investkey Finserve enables you to invest online in any mutual fund scheme or New Fund Offer. The app provides transparency by tracking all orders until the allotment of units.

What kind of reports can I download from Investkey Finserve?

You can download complete portfolio reports, transaction statements for any period, and a 1-Click Statement of Account for any Asset Management Company in India. Advanced Capital Gain Reports are also available.

Does Investkey Finserve offer any financial planning tools?

Investkey Finserve includes several useful calculators and tools for financial planning, such as Retirement, SIP, SIP Delay, SIP Step up, Marriage, and EMI calculators.

How secure is my financial data with Investkey Finserve?

The app offers easy login via your Google email ID, suggesting a reliance on Google's security protocols for authentication. Specific details on data encryption and storage are not provided in the description.

What devices are supported by Investkey Finserve?

Investkey Finserve is available on iPhone and iPad devices. The app is designed to provide a seamless experience across these Apple platforms.

How often is Investkey Finserve updated?

The latest version of Investkey Finserve is 5.3.7, last updated on May 14, 2026. This indicates a recent update, suggesting active development and maintenance by the developer.

What is the user sentiment for Investkey Finserve?

Investkey Finserve has a perfect rating of 5.0 stars from 1 rating. This single rating suggests a highly positive initial user experience, though more reviews would provide a broader understanding of user sentiment.