# M P MEHTA FINSERV LLP — MUTUAL FUND DISTRIBUTOR

> Comprehensive wealth management app for tracking and investing in financial assets. (iPhone/iPad app by M P MEHTA FINSERV LLP.)

- Source: https://appshunter.io/ios/app/m-p-mehta-finserv-llp/id1276467776 (this page in markdown: same URL + `.md`)
- Developer: [M P MEHTA FINSERV LLP](https://appshunter.io/developer/1276467775)
- 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: 2017-08-29
- Data updated: 2026-08-28
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/m-p-mehta-finserv-llp/id1276467776/reviews.md

## What is M P MEHTA FINSERV LLP?

M P Mehta Finserv LLP is one-stop shopping for all your Wealth Management 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
- Online investment in mutual funds
- Transaction and account statements
- Advanced capital gain reports
- SIP tracking
- Financial calculators


## Frequently asked questions about M P MEHTA FINSERV LLP

### What financial assets can I track with M P MEHTA FINSERV?

M P MEHTA FINSERV allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a holistic view of your complete financial portfolio.

### Can I invest directly through M P MEHTA FINSERV?

Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through the app. The app tracks all your orders until the allotment of units, ensuring complete transparency.

### Does M P MEHTA FINSERV offer any financial planning tools?

The app includes several useful calculators and tools for financial planning, such as a Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator.

### How secure is my financial data with M P MEHTA FINSERV?

The app offers easy login via your Google email ID. While specific security protocols are not detailed, the focus on portfolio management suggests a commitment to data protection for financial information.

### Can I download my portfolio reports from M P MEHTA FINSERV?

Yes, you can download complete portfolio reports that include all your assets. Additionally, transaction statements for any period and account statements for any AMC in India are available for download.

### Is M P MEHTA FINSERV available on multiple devices?

M P MEHTA FINSERV is available for both iPhone and iPad, allowing users to manage their finances across different Apple devices.

### How often is M P MEHTA FINSERV updated?

The app was last updated on May 7, 2026, indicating ongoing development and support. Version 3.6.2 is the latest release.

### What is the user sentiment for M P MEHTA FINSERV?

Based on the available data, M P MEHTA FINSERV has a perfect rating of 5.0 stars from 1 rating, suggesting a highly positive user experience from its current user base.

## Version history (last 5 releases)

### 4.0.1 — 2026-08-19

- 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

### 3.6.2 — 2026-05-07

- 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

### 3.5.7 — 2026-03-17

- 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

### 3.5.2 — 2026-01-28

- 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

### 3.4.7 — 2025-10-29

- 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 M P MEHTA FINSERV LLP

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [SURCOM](https://appshunter.io/ios/app/surcom/id1166552047) | 5.0 (2) | Free | Finance |
| [Visionary Trailblazers](https://appshunter.io/ios/app/visionary-trailblazers/id6749000989) | — | Free | Finance |
| [DHANAVRUKSHA WEALTH](https://appshunter.io/ios/app/dhanavruksha-wealth/id6443845531) | 5.0 (1) | Free | Finance |
| [Balaji Nivesh](https://appshunter.io/ios/app/balaji-nivesh/id1465867906) | — | Free | Finance |
| [Ghanshyam Investment](https://appshunter.io/ios/app/ghanshyam-investment/id1601201176) | — | Free | Finance |
| [Shah Fin Services](https://appshunter.io/ios/app/shah-fin-services/id6465952207) | — | Free | Finance |

## Related topics

[compass finserve llp](https://appshunter.io/ios/topics/compass-finserve-llp)

---

*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 2026-08-28.*