# Merchant Finvest

> Comprehensive financial portfolio management and investment tracking app. (iPhone/iPad app by Excel Net Solutions Private Limited.)

- Source: https://appshunter.io/ios/app/merchant-finvest/id1248806922 (this page in markdown: same URL + `.md`)
- Developer: [Excel Net Solutions Private Limited](https://appshunter.io/developer/1108471137)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings · 3 written reviews indexed
- Age rating: 4+
- Requires: iOS 16.0 · 99 MB
- Languages: English
- Released: 2017-06-16
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/merchant-finvest/id1248806922/reviews.md

## What is Merchant Finvest?

Merchant Finvest 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
- Advanced capital gain reports
- SIP and insurance tracking
- Financial calculators

## Recent user reviews (3 of 3)

All indexed reviews: https://appshunter.io/ios/app/merchant-finvest/id1248806922/reviews.md

### 5/5 — 5 Stars!!

*2017-07-26, version 1.2*

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.

### 5/5 — Awesome

*2017-06-21, version 1.0*

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..

### 5/5 — excellent

*2017-06-20, version 1.0*

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

## Frequently asked questions about Merchant Finvest

### 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.

## Version history (last 5 releases)

### 5.6.3 — 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

### 5.5.3 — 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

### 5.4.8 — 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

### 5.1.5 — 2025-09-10

- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimised Client Search for Large IFA
- Updated Insurance Filter
- Fixed Other Issues and Crashes

### 5.1.4 — 2025-08-29

- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter

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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 2026-06-01.*