About
Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track investments, download reports, and utilize financial calculators for retirement, SIPs, and EMIs.
What's New in WS FinServ
6.1.7
June 2, 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
MoreFAQ
What types of financial assets can I track with WS FinServ?
WS FinServ allows you to track a comprehensive range of assets including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. This provides a holistic view of your complete financial portfolio.
Can I invest directly through WS FinServ?
Yes, you can invest online in any mutual fund scheme or New Fund Offer directly through WS FinServ. The app tracks all your orders until the allotment of units, ensuring complete transparency.
What financial calculators are available in WS FinServ?
WS FinServ offers a variety of useful 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 secure is my financial data with WS FinServ?
WS FinServ offers easy login via your Google email ID, suggesting a reliance on Google's security infrastructure. The app focuses on providing detailed financial reports and transaction statements.
Does WS FinServ offer portfolio reports?
Yes, WS FinServ provides complete portfolio reports that include all your assets. You can also download transaction statements for any period and a Statement of Account for any Asset Management Company in India.
How often is WS FinServ updated?
The latest version of WS FinServ is 6.1.7, last updated on June 2, 2026. This indicates a commitment to regular updates and feature enhancements for users.
What devices is WS FinServ compatible with?
WS FinServ is available for both iPhone and iPad users, allowing for convenient access to your financial portfolio across Apple devices.
What is the user rating for WS FinServ?
WS FinServ has an excellent rating of 5.0 stars based on 2 ratings. This suggests a very positive reception from its current user base.
