About
Track your mutual fund and equity share investments with this financial management tool. View your family and applicant portfolios, analyze asset allocation, and review recent transactions. It also includes financial calculators and contact information.
What's New in Proinvest
5.4.3
May 9, 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
MoreFAQ
What types of investments can I track with Proinvest?
Proinvest allows you to track investments in Mutual Funds and Equity Shares. You can view your family and applicant portfolios for these asset classes.
Does Proinvest offer any tools to help with financial planning?
Yes, Proinvest includes a section with various financial calculators to assist you with your financial planning needs.
How can I see my recent financial activity in Proinvest?
Proinvest displays your last 10 transactions, providing a quick overview of your recent financial activity within the app.
What information is available regarding my net worth in Proinvest?
Proinvest provides details on your Net Worth and its composition through the Asset Allocation feature, helping you understand your financial standing.
Can I see how my investments are spread across different schemes in Proinvest?
Yes, the Scheme Allocation feature in Proinvest shows your total exposure in different schemes and their current value.
How can I contact Proinvest if I have questions?
You can find contact information and locate the company through the 'Locate Us' feature within the Proinvest app.
Is Proinvest available on multiple devices?
Proinvest is available for both iPhone and iPad, allowing you to manage your investments across different Apple devices.
How frequently is Proinvest updated?
The latest version of Proinvest is 5.4.3, and it was last updated on May 9, 2026. This indicates regular updates to the application.
