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Screenshots

  • Advantage Finserv Wealth Mgt screenshot 1
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  • Advantage Finserv Wealth Mgt screenshot 4
  • Advantage Finserv Wealth Mgt screenshot 5

About Advantage Finserv Wealth Mgt

Advantage Finserv Wealth Mgt - Your All in one mutual fund investments app.

Users can watch daily portfolio reports or invest in mutual fund schemes.

Some of the key features of this app are:

1. Trending Mutual Fund Categories
2. Goal Planning and Tracking
3. Expert-Curated Funds

Please mail us on [email protected] in case of any query or suggestions.

What’s new

Version 1.4.8 · Updated October 28, 2026

- Revamped Investor and Advisor Dashboards - Calendar added; AUM Reports moved to Menu - Portfolio revamped with Active Units XIRR - Reasons to Connect added to Advisor Dashboard - Baskets live for NSE and MFU users - Support chatbot added - CAMS SOA Request now working - Fixed multiple users registered error on mobile login - Calculators revamped - Managed/External filter added to Portfolio and Investor Dashboard - Improved app stability, performance

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