SBS Fin vs Private Client Services
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
SBS Fin
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SBS Fin is one-stop shopping for all your Wealth Management 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
Private Client Services
Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.
- Secure Multi-Factor Authentication
- Comprehensive account overview
- Investment results and holdings
- Recent transactions
- Research insights
- Team contact information
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Capital Group Private Client Services clients can access account information wherever and whenever with our mobile app. It’s easier than ever to check balances, review asset allocation, view transactions, assess results, and more. Features include: • Secure Multi-Factor Authentication login • Comprehensive account overview • Complete investment results • Up-to-date holdings • Recent transactions • Insights from Capital Group research analysts • Your team’s contact information
Screenshots
Verdict
The clearest difference is update cadence: SBS Fin at every 2 months against Private Client Services's every 26 months. On price, ads, in-app purchases and device support there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
SBS Fin ships an update every 2 months, Private Client Services every 26 months. The most recent releases landed on August 22, 2026 and September 19, 2026 respectively.
| Parameter | SBS Fin | Private Client Services |
|---|---|---|
| Price | Free | Free |
| Rating | — | 4.1 (11 ratings) — better |
| Positive reviews | — | 50.0% of reviews |
| Number of ratings | — | 11 — better |
| Update frequency | Every 2 months — better | Every 26 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | — | Free |
| Devices | iPhone, iPad | iPhone, iPad |
| Requires iOS | 16.0 — better | 17.0 |
| Further details — not scored | ||
| Size | 86 MB | 56 MB |
| Age rating | 4+ | 4+ |
| Developer | SBS FIN | The Capital Group Companies Inc. |
In-app purchases
SBS Fin
No in-app purchases
Private Client Services
No in-app purchases
Questions
Is SBS Fin free?
Is Private Client Services free?
Do SBS Fin or Private Client Services have ads?
Which is updated more often, SBS Fin or Private Client Services?
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