# SATS FINSERV > Comprehensive wealth management and investment tracking app. (iPhone/iPad app by SATS FINSERV PRIVATE LIMITED.) - Source: https://appshunter.io/ios/app/sats-finserv/id1579487261 (this page in markdown: same URL + `.md`) - Developer: [SATS FINSERV PRIVATE LIMITED](https://appshunter.io/developer/1579487263) - Category: Finance - Price: Free - Rating: 3.70/5 from 3 App Store ratings - Age rating: 4+ - Requires: iOS 16.0 · 86 MB - Languages: American English - Released: 2021-08-06 - Data updated: 2026-08-30 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/sats-finserv/id1579487261/reviews.md ## What is SATS FINSERV? SATS FINSERV is one-stop shopping for all your Wealth Management 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 Performance 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 statements - Online mutual fund investment - Capital gain reports - Financial calculators ## Frequently asked questions about SATS FINSERV ### 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. ## Version history (last 5 releases) ### 2.5.3 — 2026-08-26 - 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 ### 2.5.2 — 2026-06-05 - 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 — 2025-10-31 - 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 — 2025-02-14 - 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. ## Apps similar to SATS FINSERV | App | Rating | Price | Category | | --- | --- | --- | --- | | [Wealth4Me](https://appshunter.io/ios/app/wealth4me/id1460355635) | 3.5 (2) | Free | Finance | | [aktineu](https://appshunter.io/ios/app/aktineu/id6740485980) | — | Free | Finance | | [Arya Chanakya](https://appshunter.io/ios/app/arya-chanakya/id1320847112) | — | Free | Finance | | [Systematix MTrade](https://appshunter.io/ios/app/systematix-mtrade/id1457654717) | — | Free | Finance | | [Indore Cloth Market Co Op Bank](https://appshunter.io/ios/app/indore-cloth-market-co-op-bank/id1660936874) | — | Free | Finance | | [Winvest](https://appshunter.io/ios/app/winvest/id1340268370) | — | Free | Finance | --- *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 2026-08-30.*