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  • Finoptic Capital Services screenshot 1
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About Finoptic Capital Services

Finoptic Capital Services is a comprehensive solution that caters to all your financial requirements. With its cutting-edge application, you can effectively manage your entire financial portfolio, which includes Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance.

The app's salient features include a detailed report that encompasses all your assets, easy login via your Google email id, transaction statement of any period, advanced capital gain reports, and a one-click statement of account download for any Asset Management Company in India.

You can also invest online in any mutual fund scheme or new fund offer and track all orders until the allotment of units to ensure complete transparency. Furthermore, the SIP report keeps you informed of your running and upcoming SIPs and STPs, and an insurance list helps you keep track of premiums to be paid. The app also provides folio details registered with each AMC.

Finoptic Capital Services also offers several calculators and tools, such as a retirement calculator, SIP calculator, SIP delay calculator, SIP step up calculator, marriage calculator, and EMI calculator.

What’s new

Version 1.8.4 · Updated October 29, 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

User reviews

A Google user
A Google user
Good. Clean. Easy to use.
A Google user
A Google user
Excellent app. Makes life of NRI's a lot easier esp due to time difference.

Alternatives to Finoptic Capital Services

Looking for apps like Finoptic Capital Services? Here are 6 similar Android apps on Google Play. The highest rated is Walia - Finance Budget Tracker (5.0/5), and all 6 are free to download.

Finoptic Capital Services vs. alternatives
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