# InvestMax

> Investment portfolio tracker for mutual funds and equity shares. (iPhone/iPad app by Investmax Finserve Private Limited.)

- Source: https://appshunter.io/ios/app/investmax/id1396454475 (this page in markdown: same URL + `.md`)
- Developer: [Investmax Finserve Private Limited](https://appshunter.io/developer/1396454474)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: English
- Released: 2018-07-22
- Data updated: 2026-08-21
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/investmax/id1396454475/reviews.md

## What is InvestMax?

InvestMax is a app brought to you by Investmax Finserve Private Limited. This App is for Investors to track their Investment Portfolio and know about InvestMax . 

Products covered include Mutual Funds & Equity Shares.

Key Features of InvestMax:

1. Family Portfolio: Check updated Family Portfolio.
2. Applicant Portfolio: Check updated Applicant wise Portfolio.
3. Asset Allocation: Get the details of your Net Worth and its composition.
4. My Risk: Check your Insurance Details
5. Scheme Allocation: Total exposure in different schemes and its current value.
6. Recent Transaction: Check your last 10 Transactions which have done.
7. Calculators: Contains different financial calculators for your help.
8. About Us: know about InvestMax
9. Locate Us - To Contact Us

## Key features

- Family Portfolio Tracking
- Applicant Portfolio Tracking
- Asset Allocation Details
- Insurance Information
- Scheme Exposure
- Recent Transaction History
- Financial Calculators


## Frequently asked questions about InvestMax

### 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.

## Version history (last 5 releases)

### 3.8.9 — 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

### 3.8.8 — 2026-05-11

- 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

### 3.8.3 — 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

### 3.7.8 — 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

### 3.6.3 — 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 2026-08-21.*