# Visok Investor Services

> Comprehensive financial portfolio management and investment platform. (iPhone/iPad app by Visok Investor Services Private Limited.)

- Source: https://appshunter.io/ios/app/visok-investor-services/id6468876938 (this page in markdown: same URL + `.md`)
- Developer: [Visok Investor Services Private Limited](https://appshunter.io/developer/1710727487)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 98 MB
- Languages: English
- Released: 2023-10-10
- Data updated: 2026-06-04
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/visok-investor-services/id6468876938/reviews.md

## What is Visok Investor Services?

Visok Investor Services 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
- Easy login via your Google email id.
- 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
- Online investment in mutual funds
- SIP and STP tracking
- Insurance premium reminders
- Financial calculators


## Frequently asked questions about Visok Investor Services

### What types of assets can I track with Visok Investor Services?

Visok Investor Services allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a one-stop solution for managing your complete financial portfolio.

### Can I invest directly through Visok Investor Services?

Yes, you can invest online directly in any mutual fund scheme or New Fund Offer through Visok Investor Services. The app provides transparency by tracking all your orders until the allotment of units.

### What financial calculators are available in Visok Investor Services?

The app offers a suite of useful financial calculators including Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step up Calculator, Marriage Calculator, and EMI Calculator to aid in your financial planning.

### How does Visok Investor Services handle portfolio reporting?

Visok Investor Services provides complete portfolio reports that can be downloaded, including all your assets. You can also easily view the historical performance of your portfolio and obtain transaction statements for any period.

### Is Visok Investor Services available on multiple devices?

Yes, Visok Investor Services is supported on both iPhone and iPad devices, allowing you to manage your finances across your Apple ecosystem.

### How often is Visok Investor Services updated?

The latest version of Visok Investor Services is 1.4.7, which was last updated on May 12, 2026. This indicates a commitment to ongoing development and improvements.

### What is the user rating for Visok Investor Services?

Visok Investor Services has received an excellent rating of 5.0 stars from 1 rating. This suggests a highly positive user experience based on available feedback.

### Does Visok Investor Services have ads?

No, Visok Investor Services does not contain advertisements. The app is free to use and does not display any ads, providing an uninterrupted user experience.

## Version history (last 5 releases)

### 1.4.7 — 2026-05-12

- 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

### 1.3.7 — 2025-11-01

- 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

### 1.3.0 — 2025-09-30

- Added Asset Composition Pie Chart
- Fixed Calculators
- Fixed Issues of NSE Invest
- Fixed Other Crashes

### 1.2.9 — 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.

### 1.2.8 — 2025-01-09

- 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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## Related topics

[visok investor services](https://appshunter.io/ios/topics/visok-investor-services) · [investor services](https://appshunter.io/ios/topics/investor-services)

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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.*