# Mathew Finserv > Comprehensive investment and insurance portfolio management app. (iPhone/iPad app by Mathew Finserv.) - Source: https://appshunter.io/ios/app/mathew-finserv/id1477948392 (this page in markdown: same URL + `.md`) - Developer: [Mathew Finserv](https://appshunter.io/developer/1477948391) - Category: Finance - Price: Free - Rating: 5.00/5 from 1 App Store ratings - Age rating: 4+ - Requires: iOS 11.0 · 51 MB - Released: 2019-08-29 - Data updated: 2026-06-20 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/mathew-finserv/id1477948392/reviews.md ## What is Mathew Finserv? Mathew Finserv is a state of the art investment & insurance portfolio management App for customers With Mathew Finserv App, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss. Here are some of the many features of the Mathew Finserv App: a) Get a summary view of the current status of your investments across asset classes b) Get a summary view of the insurance cover of all members in your family c) Drill down to full detail d) View Upcoming portfolio events e) Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc. f) Get best in the class MF advisory g) Raise a service ticket to your advisor h) Host of useful financial calculators to help you plan your short term and long term financial goals i) Digital Vault ñ access your important documents anytime from your Smartphone j) Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc. k) Track small saving investments like PPF, NSC, KVP, FD, RD etc. l) Maintain your investments in Stocks, Bonds, Bullion, Commodities etc. f) Buy / Redeem / Switch Mutual Funds online from any AMC ## Key features - Portfolio summary view - Insurance coverage summary - Upcoming event alerts - Financial calculators - Digital document vault - Mutual fund transactions ## Frequently asked questions about Mathew Finserv ### What types of investments can I track with Mathew Finserv? Mathew Finserv allows you to track a wide range of investments including stocks, bonds, bullion, commodities, mutual funds, and small savings investments like PPF, NSC, KVP, FD, and RD. ### Does Mathew Finserv offer insurance portfolio management? Yes, Mathew Finserv provides a summary view of insurance coverage for all family members and covers major general insurance sections like Health, Motor, and Fire. ### Can I make mutual fund transactions through Mathew Finserv? Yes, you can buy, redeem, or switch mutual funds online directly from any Asset Management Company (AMC) through the Mathew Finserv app. ### How does Mathew Finserv help with financial planning? The app includes a host of useful financial calculators to assist you in planning both your short-term and long-term financial goals. ### Is my financial data secure with Mathew Finserv? While the description does not explicitly detail security measures, as a finance management app, it is designed to handle sensitive financial information. Users can also store important documents in the Digital Vault. ### What devices support Mathew Finserv? Mathew Finserv is currently supported on iPhone and iPod devices. ### How often is Mathew Finserv updated? The app was last updated on October 1st, 2025, with version 2.20. This indicates a relatively recent update, suggesting ongoing development and maintenance. ### What is the user rating for Mathew Finserv? Mathew Finserv has an excellent rating of 5.0 stars based on 1 review, indicating a highly positive user experience from its current user base. ## Version history (last 3 releases) ### 2.20 — 2025-10-01 Bug fixes and minor enhancements have been implemented ### 2.18 — 2022-06-06 Bug Fixes and some enhancements. ### 2.15 — 2019-08-29 No release notes. ## Apps similar to Mathew Finserv | App | Rating | Price | Category | | --- | --- | --- | --- | | [Ashutosh Finserv](https://appshunter.io/ios/app/ashutosh-finserv/id1467333012) | 5.0 (1) | Free | Finance | | [Gupta Investments](https://appshunter.io/ios/app/gupta-investments/id1461734974) | 5.0 (1) | Free | Finance | | [Future Savings](https://appshunter.io/ios/app/future-savings/id1497511467) | — | Free | Finance | | [Akshay Investments](https://appshunter.io/ios/app/akshay-investments/id1345822340) | — | Free | Finance | | [SavingsPoint Wealth Management](https://appshunter.io/ios/app/savingspoint-wealth-management/id1474354199) | — | Free | Finance | | [3KIP](https://appshunter.io/ios/app/3kip/id1582974180) | — | 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 2026-06-20.*