# Sapient Finserv

> Comprehensive financial portfolio management and investment tool. (iPhone/iPad app by Sapient Finserv Private Limited.)

- Source: https://appshunter.io/ios/app/sapient-finserv/id1093074868 (this page in markdown: same URL + `.md`)
- Developer: [Sapient Finserv Private Limited](https://appshunter.io/developer/1705356186)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 4 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2016-03-18
- Data updated: 2026-08-20
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/sapient-finserv/id1093074868/reviews.md

## What is Sapient Finserv?

Sapient Finserv 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
- 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
- Transaction statement download
- Online mutual fund investment
- SIP and STP tracking
- Insurance premium reminders
- Financial calculators


## Frequently asked questions about Sapient Finserv

### 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.

## Version history (last 5 releases)

### 9.0.1 — 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

### 8.4.7 — 2026-05-07

- 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

### 8.4.2 — 2026-03-12

- 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

### 8.3.7 — 2026-01-19

- 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

### 8.3.2 — 2025-11-25

BSE Order history - Added action to fetch Real time order status, New Investment NSE - Added option to Choose Folio bank, Enhanced Security Measures, Goal Planner - Edit / Delete Goals, Capital Gain Unrealized - As per New Income tax rules, Changed NSE Add Bank to Manage Banks and improved it`s functionality, Improved Transactions Screen, Fixed BSE,MFU Order placing issues, Fixed One-Day Change in Shares/Bonds.

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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 2026-08-20.*