
About
Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track performance, download statements, and invest online. Includes helpful financial calculators for retirement, SIPs, and EMIs.
What's New in Sapient Finserv
8.4.7
May 7, 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 assets can I track with Sapient Finserv?
Sapient Finserv allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a consolidated view of your entire financial portfolio.
Can I invest directly through Sapient Finserv?
Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through Sapient Finserv. The app tracks all your orders until unit allotment for complete transparency.
What financial calculators are available in Sapient Finserv?
Sapient Finserv offers several useful calculators including Retirement, SIP, SIP Delay, SIP Step up, Marriage, and EMI calculators. These tools can help you plan for various financial goals.
How does Sapient Finserv handle portfolio reporting?
The app provides complete portfolio reports that include all your assets. You can also easily view historical performance and download transaction statements for any period.
Is Sapient Finserv available on multiple devices?
Yes, Sapient Finserv is supported on both iPhone and iPad devices, allowing you to manage your finances across Apple's mobile ecosystem.
How often is Sapient Finserv updated?
The latest version of Sapient Finserv is 8.4.7, and it was last updated on May 7, 2026. This indicates a commitment to regular updates and improvements.
What is the user sentiment for Sapient Finserv?
Sapient Finserv has received an excellent rating of 5.0 stars from 3 ratings, suggesting a very positive user experience among its current users.
Does Sapient Finserv have ads?
No, Sapient Finserv does not contain advertisements. The app is completely ad-free, providing an uninterrupted user experience.





