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Screenshots

  • Allwin Financial Services screenshot 1
  • Allwin Financial Services screenshot 2
  • Allwin Financial Services screenshot 3
  • Allwin Financial Services screenshot 4

About Allwin Financial Services

Allwin Financial Services 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 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 2.4.2 · Updated August 10, 2026

- Enhanced security with VAPT fixes, SSL Pinning & 2FA - Added Fundsnet Mobile support - Added Contact Us on Sign In & Share Folio Details - Added Custom Period, SIP Delay & Step-Up Calculators - Added Cancel Order in NSE Invest Track Order - Added Last Financial Year export option - Improved Financial Calculators & Goal Reports - Improved MF Central, Portfolio Reports & Sharing - Improved Notifications, Navigation, KYC & Risk Profile - Improved Broker Dashboard & CRM integration

User reviews

Vivek Shah
Vivek Shah
Excellent services by this company.
Xman 7661
Xman 7661
Excellentove . Congratulations
Vinay Kumar
Vinay Kumar
Absolutely user friendly and loved it
A Google user
A Google user
Fantastic app

Alternatives to Allwin Financial Services

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