About
Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track performance, generate reports, and invest online. Includes helpful financial calculators.
What's New in SATS FINSERV
2.5.2
June 5, 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 financial assets can I track with SATS FINSERV?
SATS FINSERV allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a holistic view of your complete financial portfolio.
Can I invest directly through SATS FINSERV?
Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through SATS FINSERV. The app tracks all orders until unit allotment for transparency.
What kind of reports can I generate with SATS FINSERV?
SATS FINSERV offers a complete portfolio report download, historical performance reports, transaction statements for any period, and advanced capital gain reports. You can also download a statement of account for any Asset Management Company in India with one click.
Does SATS FINSERV offer any financial planning tools?
Yes, SATS FINSERV includes several useful calculators and tools for financial planning, such as a Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator.
How secure is SATS FINSERV for managing my financial data?
While specific security measures are not detailed, as a finance management app, SATS FINSERV is designed to handle sensitive financial data. Users can expect standard security protocols to be in place to protect their information.
What devices is SATS FINSERV compatible with?
SATS FINSERV is available for iPhone and iPad devices. It is designed to provide a seamless experience across Apple's mobile platforms.
How often is SATS FINSERV updated?
The latest version of SATS FINSERV is 2.4.3, last updated on January 15, 2026. This indicates regular updates to improve functionality and security.
What is the user sentiment for SATS FINSERV?
SATS FINSERV has a rating of 4.0 stars from 2 ratings. This suggests generally positive user feedback, though the small number of ratings means it's a preliminary indication.
