# PARTH Mutual Fund Services

> Comprehensive financial portfolio management and investment tool. (iPhone/iPad app by PARTH MUTUAL FUND SERVICES.)

- Source: https://appshunter.io/ios/app/parth-mutual-fund-services/id6469339716 (this page in markdown: same URL + `.md`)
- Developer: [PARTH MUTUAL FUND SERVICES](https://appshunter.io/developer/1711798446)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2023-10-17
- Data updated: 2026-08-27
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/parth-mutual-fund-services/id6469339716/reviews.md

## What is PARTH Mutual Fund Services?

PARTH Mutual Fund Services 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 mutual fund investment
- SIP and insurance tracking
- Financial calculators
- Transaction statements

## Recent user reviews (2 of 2)

All indexed reviews: https://appshunter.io/ios/app/parth-mutual-fund-services/id6469339716/reviews.md

### 5/5 — User Friendly App

*2025-01-27, version 1.2.2*

It is easy to operate, detailed view, Format is nice, User friendly at all..

### 5/5 — Nice

*2024-08-28, version 1.1.6*

Super fund performance

## Frequently asked questions about PARTH Mutual Fund Services

### What types of assets can I track with PARTH Mutual Fund Services?

You can track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. The app provides a complete portfolio report download encompassing all these asset types.

### How does PARTH Mutual Fund Services help with investments?

PARTH Mutual Fund Services allows you to invest online in any mutual fund scheme or New Fund Offer. It also provides tools like SIP reports to keep you informed about your running and upcoming SIPs and STPs.

### What financial calculators are available in PARTH Mutual Fund Services?

The app offers several useful calculators including Retirement, SIP, SIP Delay, SIP Step up, Marriage, and EMI calculators. These tools can assist with various financial planning needs.

### Is PARTH Mutual Fund Services secure for managing my financial data?

The app uses easy login via your Google email ID for access. While specific security protocols are not detailed, it aims to provide a secure platform for managing your financial portfolio.

### Can I download statements and reports from PARTH Mutual Fund Services?

Yes, you can download complete portfolio reports, 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.

### How often is PARTH Mutual Fund Services updated?

The app was last updated on March 18, 2026, with version 1.5.2. This indicates a recent update, suggesting ongoing development and maintenance by the developer.

### What devices is PARTH Mutual Fund Services compatible with?

PARTH Mutual Fund Services is available for both iPhone and iPad. It is designed to provide a seamless experience across these Apple devices.

### Does PARTH Mutual Fund Services have ads?

No, PARTH Mutual Fund Services does not contain advertisements. The app is free to use and does not display any ads to its users.

## Version history (last 5 releases)

### 2.0.1 — 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

### 1.5.8 — 2026-07-23

General update and bug fixes

### 1.5.7 — 2026-05-12

- 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

### 1.5.2 — 2026-03-18

- 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

### 1.4.7 — 2026-01-30

- 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

## Apps similar to PARTH Mutual Fund Services

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [ARTH VAULT](https://appshunter.io/ios/app/arth-vault/id6758083769) | — | Free | Finance |
| [Excellent Investment Bureau](https://appshunter.io/ios/app/excellent-investment-bureau/id1637446149) | — | Free | Finance |
| [Arham Wealth MF](https://appshunter.io/ios/app/arham-wealth-mf/id6754278465) | — | Free | Finance |
| [TARESH](https://appshunter.io/ios/app/taresh/id1539861639) | — | Free | Finance |
| [Sarvodaya Comm. Co-op Bank Ltd](https://appshunter.io/ios/app/sarvodaya-comm-co-op-bank-ltd/id1471281050) | 5.0 (1) | Free | Finance |
| [ISL Mobile](https://appshunter.io/ios/app/isl-mobile/id1437141665) | — | Free | Finance |

## More apps by PARTH MUTUAL FUND SERVICES

- [PARTH Wealth](https://appshunter.io/ios/app/parth-wealth/id6752849776)

All apps by PARTH MUTUAL FUND SERVICES: https://appshunter.io/developer/1711798446

---

*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.*