About
Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track performance, download statements, and invest online. Offers tools like retirement and SIP calculators.
What's New in Investment Kefi
1.4.8
May 26, 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 financial assets can I track with Investment Kefi?
Investment Kefi 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 download reports from Investment Kefi?
Yes, Investment Kefi offers complete portfolio report downloads that include all your assets. You can also download transaction statements for any period and a 1-click statement of account for any Asset Management Company in India.
Does Investment Kefi support online investing?
Yes, you can invest online directly through Investment Kefi in any mutual fund scheme or New Fund Offer. The app tracks all your orders until unit allotment, ensuring complete transparency in your investment process.
What financial calculators are available in Investment Kefi?
Investment Kefi includes several useful calculators such as a Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator to aid in your financial planning.
How secure is Investment Kefi for my financial data?
While specific security measures are not detailed, the app is designed for financial management, implying a focus on data protection. Users can manage their complete financial portfolio with various asset types.
Is Investment Kefi available on multiple devices?
Investment Kefi is available for both iPhone and iPad, allowing users to manage their finances across different Apple devices.
How often is Investment Kefi updated?
The latest version of Investment Kefi is 1.4.8, last updated on May 26, 2026. This indicates regular updates to maintain and improve the application's functionality.
Does Investment Kefi have ads?
Investment Kefi does not contain advertisements, as indicated by the 'hasAds' flag being false. Users can expect an ad-free experience while managing their finances.