# SmartAssets Finserve

> SmartAssets Finserve (iPhone/iPad app by SMARTASSETS FINSERVE PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/smartassets-finserve/id6738423927 (this page in markdown: same URL + `.md`)
- Developer: [SMARTASSETS FINSERVE PRIVATE LIMITED](https://appshunter.io/developer/1780786607)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2024-11-25
- Data updated: 2026-08-30
- User reviews in markdown: https://appshunter.io/ios/app/smartassets-finserve/id6738423927/reviews.md

## What is SmartAssets Finserve?

SmartAssets 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)

### 1.3.8 — 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

### 1.3.7 — 2026-06-13

- 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

### 1.3.6 — 2026-03-10

- 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

### 1.3.1 — 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

### 1.2.6 — 2025-11-05

- 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

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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 2026-08-30.*