# Sampada Client Desk

> Sampada Client Desk (iPhone/iPad app by Sampada Associates LLP.)

- Source: https://appshunter.io/ios/app/sampada-client-desk/id6503604822 (this page in markdown: same URL + `.md`)
- Developer: [Sampada Associates LLP](https://appshunter.io/developer/1749489680)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 85 MB
- Languages: American English
- Released: 2024-06-21
- Data updated: 2026-08-25
- User reviews in markdown: https://appshunter.io/ios/app/sampada-client-desk/id6503604822/reviews.md

## What is Sampada Client Desk?

Sampada Client Desk is your all-in-one app for Financial needs.

Sampada Client Desk, the user-friendly mobile app that simplifies your financial world. Access all your portfolio reports on the go with ease, putting your finances at your fingertips.

Mutual Funds
 
Key Features:

- Complete Portfolio Valuation report download 
- View historical Performance of your Portfolio easily
- Easy login via your Google email id.
- Transaction statement of any period
- Capital Gain Reports
- SIP Report to keep you informed of your Running and Upcoming SIPs, STPs

Calculators and Tools available:
1. SIP Calculator
2. SIP Step up Calculator
3. Cost of Delay Calculator
4. SIP Tensure
5. SIP Planner
6. SWP Planner
7. Lumpsum Calculator


## Version history (last 5 releases)

### 2.4.8 — 2026-08-17

- 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

### 2.4.7 — 2026-05-26

- 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

### 2.4.3 — 2026-01-15

- 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

### 2.3.8 — 2025-10-20

- 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

### 2.1.8 — 2025-09-11

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

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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 2026-08-25.*