# MutualFundProvider

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

- Source: https://appshunter.io/ios/app/mutualfundprovider/id1361918471 (this page in markdown: same URL + `.md`)
- Developer: [Excel Net Solutions Private Limited](https://appshunter.io/developer/1108471137)
- Category: Finance
- Price: Free
- Rating: 1.00/5 from 1 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 16.0 · 87 MB
- Languages: American English
- Released: 2018-03-21
- Data updated: 2026-08-27
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/mutualfundprovider/id1361918471/reviews.md

## What is MutualFundProvider?

MutualFundProvider 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
- 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 statements

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/mutualfundprovider/id1361918471/reviews.md

### 1/5 — Worthless app

*2021-01-08*

This app is totally worthless

## Frequently asked questions about MutualFundProvider

### What financial assets can I track with MutualFundProvider?

MutualFundProvider allows you to track Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This comprehensive approach helps you maintain a complete overview of your financial holdings.

### Can I download reports from MutualFundProvider?

Yes, you can download complete portfolio reports including all assets. Additionally, transaction statements for any period and statements of account for any Asset Management Company in India are available for download.

### How does MutualFundProvider handle online investments?

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

### What financial calculators are included in MutualFundProvider?

MutualFundProvider offers a suite of calculators including Retirement, SIP, SIP Delay, SIP Step up, Marriage, and EMI calculators. These tools assist in various financial planning scenarios.

### How secure is my data with MutualFundProvider?

The app offers easy login via your Google email ID, suggesting a reliance on Google's security infrastructure for authentication. Specific details on data encryption and storage are not provided in the description.

### What is the update frequency for MutualFundProvider?

The latest version of MutualFundProvider is 2.6.1, last updated on May 14, 2026. This indicates a recent update, though historical update frequency is not detailed.

### Does MutualFundProvider have ads?

Based on the provided data, MutualFundProvider does not have advertisements. The app is listed as free and does not indicate any ad-supported features.

### What devices does MutualFundProvider support?

MutualFundProvider is available for iPhone and iPad devices. This means users with Apple mobile devices can access its financial management features.

## Version history (last 5 releases)

### 3.0.1 — 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

### 2.6.1 — 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

### 2.5.1 — 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

### 2.4.6 — 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

### 2.1.9 — 2025-06-10

- Added NSE/BSE New Nominee Requirements
- Other fixes and updates

## Apps similar to MutualFundProvider

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Moneyvesta: Mutual Fund & SIP](https://appshunter.io/ios/app/moneyvesta-mutual-fund-and-sip/id6474851408) | — | Free | Finance |
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| [Track My Fund Portfolio India](https://appshunter.io/ios/app/track-my-fund-portfolio-india/id6499470261) | — | Free | Finance |
| [FUNDSXPERT](https://appshunter.io/ios/app/fundsxpert/id6498922882) | — | Free | Finance |

## More apps by Excel Net Solutions Private Limited

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- [Betamfwala](https://appshunter.io/ios/app/betamfwala/id1118056665)

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 2026-08-27.*