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Bansal Financial Services

The Wealth Portfolio App Finance

Destination to tack all investments in MF and transact online.

Downloads
13.5K+
on Google Play
Price
Free
No in-app purchases
Updated
Sep 30
2026 · v0.0.13
Get it onGoogle Play See alternatives

Screenshots

  • Bansal Financial Services screenshot 1
  • Bansal Financial Services screenshot 2
  • Bansal Financial Services screenshot 3

About Bansal Financial Services

Key Features-

- On Boarding
· Transact Online
· View Investments Across All Assets Classes, AMC wise and Family wise
· Recent Transactions for MF
· Check Holding Report for MF
· Factsheet
· Recommended Funds
· Market View - News and Videos
· Schedule tasks for your Advisor
· Alerts - SIP Expiry, SIP Bounced, SIP Terminated.
· Calculators
· E-locker facility to save all your personal documents and insurance policy copies

User reviews

Aaniya Thakur
Aaniya Thakur
Best financial advisor in shimla city, very good services and very professional.
Aditya Mittal
Aditya Mittal
Well designed application...has all the necessary tools and a one stop solution
A Google user
A Google user
Very useful app. U can get everything in one roof. Easy to use. This app meet my expectations.
A Google user
A Google user
I was struggling with number of links and their passwords for each investment in my portfolio . This is single dashboard , a perfect platform for me to see my portfolio . Strongly recommended.
A Google user
A Google user
I have invested in this app Very good application for investment in mutual fund and I can check full faimily portfolio in single account.
A Google user
A Google user
The app is extremely userfriendly, easy to invest through the app and manage our portfolio. One of the best financial advisor in Shimla.

Alternatives to Bansal Financial Services

Looking for apps like Bansal Financial Services? Here are 6 similar Android apps on Google Play. All of them are free to download.

Bansal Financial Services vs. alternatives
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