Valuefundz

Valuefundz

by Valuefundz Private Limited

0 ratings
Free

Rating summary

Details

  • Released
  • Updated
  • January 17, 2025
  • May 5, 2026

Features

Valuefundz screenshot #1 for iPhone
Valuefundz screenshot #2 for iPhone
Valuefundz screenshot #3 for iPhone
Valuefundz screenshot #4 for iPhone
Valuefundz screenshot #5 for iPhone
iphone
ipad
🖼️Get Icon
Icons↘︎

About

Valuefundz 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
Show more

What's New in Valuefundz

1.4.9

May 5, 2026

- 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

More