# Payal Edge

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

- Source: https://appshunter.io/ios/app/payal-edge/id6479248711 (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 2 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2024-03-14
- Data updated: 2026-08-27
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/payal-edge/id6479248711/reviews.md

## What is Payal Edge?

Payal Edge 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 STP management
- Advanced capital gain reports
- Financial calculators


## Frequently asked questions about Payal Edge

### What financial assets can I track with Payal Edge?

Payal Edge allows you to track a comprehensive financial portfolio including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance.

### Can I invest directly through Payal Edge?

Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through Payal Edge, with tracking of all orders until unit allotment.

### Does Payal Edge offer any financial calculators?

Yes, Payal Edge includes several useful calculators such as Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator.

### How does Payal Edge handle security for login?

Payal Edge offers easy login via your Google email ID, providing a convenient and familiar authentication method.

### What kind of reports can I download from Payal Edge?

You can download complete portfolio reports including all assets, transaction statements for any period, and a 1-click statement of account download for any Asset Management Company in India.

### Does Payal Edge have ads?

No, Payal Edge is ad-free, providing an uninterrupted experience for managing your finances.

### What is the update frequency for Payal Edge?

The app was last updated on May 27, 2026, indicating active development and potential for regular updates to enhance features and performance.

### Is Payal Edge available on multiple devices?

Yes, Payal Edge is supported on both iPhone and iPad, allowing you to manage your finances across Apple devices.

## 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

### 1.5.7 — 2026-05-27

- 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

### 1.3.4 — 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

### 1.2.1 — 2025-08-26

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

### 1.1.6 — 2025-06-10

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

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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 2026-08-27.*