# SHREE SIDVIN

> Comprehensive financial portfolio management and investment tool. (iPhone/iPad app by Excel Net Solutions Private Limited.)

- Source: https://appshunter.io/ios/app/shree-sidvin/id6702021757 (this page in markdown: same URL + `.md`)
- Developer: [Excel Net Solutions Private Limited](https://appshunter.io/developer/1108471137)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2024-09-24
- Data updated: 2026-08-23
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/shree-sidvin/id6702021757/reviews.md

## What is SHREE SIDVIN?

SHREE SIDVIN 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 SHREE SIDVIN

### What financial assets can I track with SHREE SIDVIN?

SHREE SIDVIN 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 holdings.

### Can I download reports from SHREE SIDVIN?

Yes, SHREE SIDVIN offers complete portfolio report downloads for all your assets. You can also download transaction statements for any period and a 1-Click Statement of Account for any Asset Management Company in India.

### Does SHREE SIDVIN support online investing?

Yes, you can invest online directly through SHREE SIDVIN in any mutual fund scheme or New Fund Offer. The app tracks all your orders until unit allotment, ensuring complete transparency.

### What financial calculators are available in SHREE SIDVIN?

SHREE SIDVIN includes several useful calculators such as Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator to aid in financial planning.

### How does SHREE SIDVIN handle insurance tracking?

The app provides an insurance list to help you keep track of premiums that are due. This feature ensures you don't miss any insurance payments.

### Is SHREE SIDVIN available on multiple devices?

SHREE SIDVIN is available for iPhone and iPad users. This allows for convenient access to your financial portfolio across Apple devices.

### How often is SHREE SIDVIN updated?

The latest version of SHREE SIDVIN is 1.4.5, last updated on August 14, 2026. While the last update date is in the future, indicating potential for ongoing development, users can expect regular updates for features and security.

### Does SHREE SIDVIN have ads?

No, SHREE SIDVIN does not contain advertisements. The app is completely free to use without any ad interruptions.

## Version history (last 5 releases)

### 1.4.5 — 2026-08-14

- 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

### 1.4.4 — 2026-05-14

- 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

### 1.3.4 — 2026-02-10

- 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

### 1.2.9 — 2025-10-29

- 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

### 1.1.6 — 2025-08-27

- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter

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All apps by Excel Net Solutions Private Limited: https://appshunter.io/developer/1108471137

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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 2026-08-23.*