# MahantFinserv

> Comprehensive wealth management app for tracking financial assets and investments. (iPhone/iPad app by Excel Net Solutions Private Limited.)

- Source: https://appshunter.io/ios/app/mahantfinserv/id6499323456 (this page in markdown: same URL + `.md`)
- Developer: [Excel Net Solutions Private Limited](https://appshunter.io/developer/1108471137)
- Category: Finance
- Price: Free
- Rating: 4.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 87 MB
- Languages: American English
- Released: 2024-04-25
- Data updated: 2026-08-13
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/mahantfinserv/id6499323456/reviews.md

## What is MahantFinserv?

MahantFinserv 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
- Historical performance tracking
- Online investment in mutual funds
- SIP and STP tracking
- Financial calculators
- Transaction statement download


## Frequently asked questions about MahantFinserv

### What types of assets can I track with MahantFinserv?

MahantFinserv allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a complete overview of your financial holdings.

### Can I invest directly through MahantFinserv?

Yes, MahantFinserv enables you to invest online in any mutual fund scheme or New Fund Offer. The app tracks all your orders until unit allotment, ensuring transparency.

### What kind of reports can I download from MahantFinserv?

You can download a complete portfolio report including all assets, transaction statements for any period, and a 1-Click Statement of Account for any Asset Management Company in India. Advanced Capital Gain Reports are also available.

### Does MahantFinserv offer any financial calculators?

Yes, MahantFinserv includes several useful calculators such as Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator to aid in financial planning.

### How secure is MahantFinserv for my financial data?

The app uses easy login via your Google email ID, suggesting a reliance on Google's security infrastructure. Specific details on encryption or advanced security protocols are not provided in the description.

### What is the update frequency for MahantFinserv?

MahantFinserv was last updated on May 14, 2026, with version 1.7.1. The release date was April 25, 2024. This indicates recent development activity.

### Is MahantFinserv available on Android devices?

MahantFinserv is available on both iPhone and iPad, as indicated by the supported devices. Information regarding Android compatibility is not explicitly stated but is common for finance apps.

### What is the user sentiment for MahantFinserv?

MahantFinserv has a rating of 4.0 stars from 1 rating. This single rating suggests limited user feedback is currently available.

## Version history (last 5 releases)

### 1.7.2 — 2026-08-12

- 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

### 1.7.1 — 2026-05-14

- 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

### 1.6.6 — 2026-03-30

- 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

### 1.6.1 — 2026-02-04

- 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

### 1.5.6 — 2025-10-28

- 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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## More apps by Excel Net Solutions Private Limited

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All apps by Excel Net Solutions Private Limited: https://appshunter.io/developer/1108471137

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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 2026-08-13.*