# Investkey Finserve

> Comprehensive financial portfolio management and investment platform. (iPhone/iPad app by Excel Net Solutions Private Limited.)

- Source: https://appshunter.io/ios/app/investkey-finserve/id6478531775 (this page in markdown: same URL + `.md`)
- Developer: [Excel Net Solutions Private Limited](https://appshunter.io/developer/1108471137)
- Category: Finance
- Price: Free
- Rating: 4.50/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2024-03-07
- Data updated: 2026-08-17
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/investkey-finserve/id6478531775/reviews.md

## What is Investkey Finserve?

Investkey Finserve is one-stop shopping for all your Financial 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 Performace 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
- Historical performance tracking
- Online investment in mutual funds
- Advanced capital gain reports
- SIP and insurance tracking
- Financial calculators


## Frequently asked questions about Investkey Finserve

### 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.

## Version history (last 5 releases)

### 5.3.8 — 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

### 5.3.7 — 2026-05-14

- 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

### 5.2.7 — 2026-02-04

- 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

### 5.2.2 — 2025-10-31

- 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

### 5.0.8 — 2025-06-10

- Added NSE/BSE New Nominee Requirements
- Other fixes and updates

## Apps similar to Investkey Finserve

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Money Choice Capital](https://appshunter.io/ios/app/money-choice-capital/id6749925194) | 5.0 (1) | Free | Finance |
| [Acornia](https://appshunter.io/ios/app/acornia/id1569175196) | — | Free | Finance |
| [VKD wealth](https://appshunter.io/ios/app/vkd-wealth/id6736984398) | 4.0 (1) | Free | Finance |
| [STAY INVESTED](https://appshunter.io/ios/app/stay-invested/id6447432119) | — | Free | Finance |
| [HONEYWEALTH](https://appshunter.io/ios/app/honeywealth/id6755377963) | — | Free | Finance |
| [Stock-Pulse](https://appshunter.io/ios/app/stock-pulse/id6458878104) | 5.0 (2) | Free | Finance |

## More apps by Excel Net Solutions Private Limited

- [Degree 212](https://appshunter.io/ios/app/degree-212/id1077737244)
- [Vista Wealth Care](https://appshunter.io/ios/app/vista-wealth-care/id1085532514)
- [Indus Cap](https://appshunter.io/ios/app/indus-cap/id1090663508)
- [SM Mutual Fund](https://appshunter.io/ios/app/sm-mutual-fund/id1097088879)
- [Mudra Investment](https://appshunter.io/ios/app/mudra-investment/id1097727456)
- [Betamfwala](https://appshunter.io/ios/app/betamfwala/id1118056665)

All apps by Excel Net Solutions Private Limited: https://appshunter.io/developer/1108471137

---

*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 2026-08-17.*