About
Track your mutual fund and equity investments with this app. It provides detailed insights into your family and applicant portfolios, asset allocation, and net worth. You can also review insurance details, scheme exposure, and recent transactions.
What's New in InvestMax
3.8.8
May 11, 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
MoreFAQ
What types of investments can I track with InvestMax?
InvestMax allows you to track investments in Mutual Funds and Equity Shares. You can monitor your family and applicant portfolios for these asset classes.
How does InvestMax help with understanding my financial health?
The app provides details on your Net Worth and its composition through Asset Allocation. It also allows you to check your Insurance Details and exposure in different schemes.
Is InvestMax suitable for tracking multiple family members' investments?
Yes, InvestMax features a 'Family Portfolio' option, enabling you to check updated investment details for your entire family in one place.
Does InvestMax offer any tools to help with financial calculations?
Yes, InvestMax includes a 'Calculators' feature that contains various financial calculators to assist users with their financial planning and analysis.
How can I contact InvestMax if I have issues or questions?
You can use the 'Locate Us' feature within the app to find contact information for InvestMax. This section is designed to help users get in touch with the company.
What devices is InvestMax available on?
InvestMax is available on iPhone and iPad devices. It is designed for users within the Apple ecosystem.
How frequently is InvestMax updated?
The latest version of InvestMax is 3.8.8, and it was last updated on May 11, 2026. This indicates regular updates to improve functionality and features.
Does InvestMax have ads?
No, InvestMax does not contain advertisements. As a free application, it provides an ad-free experience for users.
