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Investment Point

Excel Net Solutions Pvt. Ltd. Finance

Investment Point is one-stop shopping for all your Wealth Management needs.

Downloads
1.1K+
on Google Play
Price
Free
No in-app purchases
Updated
Oct 28
2026 · v2.0.3
Get it onGoogle Play See alternatives

Screenshots

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About Investment Point

Investment Point 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 the historical Performance 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

What’s new

Version 2.0.3 · 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

User reviews

A Google user
A Google user
excellent app ...one stop shop for all ur mutual funds needs
A Google user
A Google user
Useful app for investment planning
A Google user
A Google user
Awesome
A Google user
A Google user
amazing and awesome for investing
A Google user
A Google user
Very Good

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