# Shani Finserve

> Shani Finserve (iPhone/iPad app by SHANI FINSERVE PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/shani-finserve/id6737475617 (this page in markdown: same URL + `.md`)
- Developer: [SHANI FINSERVE PRIVATE LIMITED](https://appshunter.io/developer/1776595750)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 15.0 · 86 MB
- Languages: American English
- Released: 2024-11-09
- Data updated: 2026-05-19
- User reviews in markdown: https://appshunter.io/ios/app/shani-finserve/id6737475617/reviews.md

## What is Shani Finserve?

Shani Finserve 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


## Version history (last 5 releases)

### 1.1.4 — 2025-06-17

- Added NSE/BSE New Nominee Requirements
- Other fixes and updates

### 1.0.9 — 2025-06-06

Added NSE/BSE New Nominee Requirements
Other fixes and update

### 1.0.8 — 2025-05-21

- Improved capital gain realized 
- Time period filter added in My Journey So Far
- Factsheets now show multiple fund managers
- Transactions allowed/not allowed in Top Schemes based on ARN mapping
- Fixed issue of ARN no.
- Fixed issue of NSE Mandate Date
- Added security improvements
- Other fixes and updates

### 1.0.5 — 2025-02-26

- 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.

### 1.0.3 — 2024-12-17

- Added CAS Import
- Capital Gain Report for FY 2024-25
- Added Nominee & Guardian relation in onboarding
- Added Mobile & Email Relationship in onboarding
- Fixed Order Purchase Confirmation issue
- Updated MFU onboarding as per New Norms
- Updated MFU Mandate Authorisation Process

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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 2026-05-19.*