# Investment Kefi

> Comprehensive financial portfolio management and investment platform. (iPhone/iPad app by INVESTMENT KEFI LLP.)

- Source: https://appshunter.io/ios/app/investment-kefi/id6741199692 (this page in markdown: same URL + `.md`)
- Developer: [INVESTMENT KEFI LLP](https://appshunter.io/developer/1793542172)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2025-01-31
- Data updated: 2026-08-14
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/investment-kefi/id6741199692/reviews.md

## What is Investment Kefi?

Investment Kefi 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
* 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
- Transaction statement download
- Online mutual fund investment
- SIP and STP tracking
- Insurance premium reminders
- Financial calculators


## Frequently asked questions about Investment Kefi

### 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.

## Version history (last 5 releases)

### 1.4.9 — 2026-08-11

- 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

### 1.4.8 — 2026-05-26

- 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

### 1.3.2 — 2026-03-12

- 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

### 1.2.7 — 2026-01-16

- 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

### 1.2.2 — 2025-11-07

- 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

## Apps similar to Investment Kefi

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Nityam Investment](https://appshunter.io/ios/app/nityam-investment/id1314335450) | — | Free | Finance |
| [Transcend Investment Services](https://appshunter.io/ios/app/transcend-investment-services/id1458328635) | — | Free | Finance |
| [Sayuri Investment](https://appshunter.io/ios/app/sayuri-investment/id6745404679) | — | Free | Finance |
| [Deep Investment](https://appshunter.io/ios/app/deep-investment/id1332214583) | — | Free | Finance |
| [Aahana Investment](https://appshunter.io/ios/app/aahana-investment/id6654914515) | — | Free | Finance |
| [Capital Investment](https://appshunter.io/ios/app/capital-investment/id1553045973) | — | Free | Finance |

---

*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 2026-08-14.*