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About Invest Partners

Invest Partners 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 2.3.1 · Updated August 12, 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

Rajender Prakash Narula
Rajender Prakash Narula
Easy to access n all details in one app
SAROJ MEHTA
SAROJ MEHTA
Nice app
Mahadev Kumar
Mahadev Kumar
Very good and supporting app
Pk Jain
Pk Jain
awesome app. easy for tracking my all investment in one place.
MamRaj Gupta
MamRaj Gupta
Easy to access and very fast process n safe.
Jayant Jain
Jayant Jain
This app not showing any ads that good easy to use gr8 job

Frequently asked questions

What services does Invest Partners provide?
Invest Partners provides a one-stop shopping solution for all your Wealth Management needs, including management of mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance.
What are the key features of Invest Partners?
The key features of Invest Partners include the ability to download a complete portfolio report, view historical performance of your portfolio, easy login via Google email ID, transaction statements, 1-click statement of account download for any Asset Management Company in India, advanced capital gain reports, online investment in mutual funds, SIP reports, insurance premium tracking, and folio details registered with each AMC.
What calculators and tools are available on Invest Partners?
Invest Partners offers a range of calculators and tools including a retirement calculator, SIP calculator, SIP delay calculator, SIP step up calculator, marriage calculator, and EMI calculator.

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