# TAXPOINT

> TAXPOINT (iPhone/iPad app by TAXPOINT CONSULTING PRIVATE LIMITED.)

- Source: https://appshunter.io/ios/app/taxpoint/id1504217951 (this page in markdown: same URL + `.md`)
- Developer: [TAXPOINT CONSULTING PRIVATE LIMITED](https://appshunter.io/developer/1504217950)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 91 MB
- Languages: American English
- Released: 2020-03-26
- Data updated: 2026-06-04
- User reviews in markdown: https://appshunter.io/ios/app/taxpoint/id1504217951/reviews.md

## What is TAXPOINT?

TAXPOINT 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)

### 3.3.3 — 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

### 3.1.9 — 2025-08-27

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

### 3.0.8 — 2025-08-07

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.

### 3.0.7 — 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.

### 3.0.5 — 2025-01-07

- 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 2026-06-04.*