# WS FinServ > Comprehensive financial portfolio management and investment tracking app. (iPhone/iPad app by WS FINSERV PRIVATE LIMITED.) - Source: https://appshunter.io/ios/app/ws-finserv/id1459986154 (this page in markdown: same URL + `.md`) - Developer: [WS FINSERV PRIVATE LIMITED](https://appshunter.io/developer/1459986153) - Category: Finance - Price: Free - Rating: 5.00/5 from 2 App Store ratings - Age rating: 4+ - Requires: iOS 16.0 · 87 MB - Languages: American English - Released: 2019-04-17 - Data updated: 2026-08-29 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/ws-finserv/id1459986154/reviews.md ## What is WS FinServ? WS FinServ 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 mutual fund investments - Advanced capital gain reports - SIP and STP tracking - Financial calculators ## Frequently asked questions about WS FinServ ### 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. ## Version history (last 5 releases) ### 6.2.2 — 2026-08-27 General update and bug fixes ### 6.2.1 — 2026-08-24 - 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 ### 6.1.9 — 2026-08-21 - 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 ### 6.1.8 — 2026-08-18 - 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 ### 6.1.7 — 2026-06-02 - 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 ## Apps similar to WS FinServ | App | Rating | Price | Category | | --- | --- | --- | --- | | [ShubhInvest](https://appshunter.io/ios/app/shubhinvest/id1605093746) | — | Free | Finance | | [Happy Investor](https://appshunter.io/ios/app/happy-investor/id6754925030) | — | Free | Finance | | [InsurWealth](https://appshunter.io/ios/app/insurwealth/id6753939808) | — | Free | Finance | | [Arham Wealth MF](https://appshunter.io/ios/app/arham-wealth-mf/id6754278465) | — | Free | Finance | | [Blue Lake Capital](https://appshunter.io/ios/app/blue-lake-capital/id6615081695) | — | Free | Finance | | [The Wealthify](https://appshunter.io/ios/app/the-wealthify/id6747104068) | — | Free | Finance | --- *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 2026-08-29.*