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Merchant Finvest

Merchant Finvest

by Excel Net Solutions Private Limited

1 ratings
3 reviews
💰 Finance
Free

Details

  • Released
  • Updated
  • June 16, 2017
  • May 14, 2026

Features

Developer

Excel Net Solutions Private Limited
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About

Manage your entire financial portfolio, including mutual funds, stocks, bonds, and insurance. Track performance, download statements, and make online investments. Includes various financial calculators for planning.

✓Complete portfolio reporting
✓Historical performance tracking
✓Transaction statement download
✓Online mutual fund investment
✓Advanced capital gain reports
✓SIP and insurance tracking
✓Financial calculators
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What's New in Merchant Finvest

5.6.3

May 14, 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

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User reviews

Most RecentHighest RatedLowest Rated

5 Stars!!

Ease of Use and A one view interface are the best. As a investor I see amazing value in the App. Merchant Investments true to your belief in client satisfaction you have done a great job. Keep it up.
TejanLTejanL

Awesome

The app is very useful in showing your current portfolio and every details about it..
The major advantage is that it provides a clear picture for all your investments.

High -five..
Dham_shahDham_shah

excellent

This App is good to track the daily movement of investments and freindly using app
TRIPTTITRIPTTI

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FAQ

What financial assets can I track with Merchant Finvest?

Merchant Finvest 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 financial holdings.

Can I download my portfolio reports from Merchant Finvest?

Yes, Merchant Finvest offers complete portfolio report downloads that include all your assets. You can also easily view historical performance and download transaction statements for any period.

Does Merchant Finvest allow online investments?

Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through Merchant Finvest. The app tracks all your orders until unit allotment for transparency.

What financial calculators are available in Merchant Finvest?

Merchant Finvest includes a suite of useful calculators such as Retirement, SIP, SIP Delay, SIP Step up, Marriage, and EMI calculators to aid in your financial planning.

How often is Merchant Finvest updated?

The latest version of Merchant Finvest is 5.5.3, last updated on 2026-02-04. This indicates regular updates to enhance functionality and security.

Is Merchant Finvest available on multiple devices?

Merchant Finvest is compatible with both iPhone and iPad, allowing users to manage their finances across different Apple devices.

What is the age rating for Merchant Finvest?

Merchant Finvest has an age rating of 4+, making it suitable for a wide range of users. The app focuses on financial management tools.

Does Merchant Finvest have ads?

Merchant Finvest is ad-free, meaning you can manage your finances without any interruptions from advertisements.