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About JRG Financial

JRG Financial 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 - 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 4.1.4 · Updated May 26, 2026

- Added CRM module in Broker Dashboard - Implemented digital accessibility (RPwD compliant) - Enabled Step-Up SIP in order placement (NSE Invest) - Integrated NSE NACH Bank API - Introduced Dark Theme - Enabled multi-language support - Added font size customization - Updated NAV Lookup & Factsheet (Mobile) - Improved transactions pagination - Fixed Portfolio as on Date - General bug fixes & performance improvements

App privacy

The developer, JRG Financial Services Private Limited, reported these privacy practices to Apple.

Data Not Collected

The developer does not collect any data from this app.

Alternatives to JRG Financial

Looking for apps like JRG Financial? Here are 6 similar apps on the App Store. The highest rated is Fin Mentor (5.0/5), and all 6 are free to download.

JRG Financial vs. alternatives
App Rating Price Last updated Compare
JRG Financial – Free May 26, 2026
SATCO WEALTH – Free Aug 24, 2026 Compare
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AFin : Mutual Fund & SIP – Free Aug 11, 2026 Compare
Green Oak Assets – Free Aug 11, 2026 Compare
Fin Mentor 5.0 / 5 (1) Free Aug 19, 2026 Compare
FUTURE SMILE FINANCIAL SERVICE – Free Aug 10, 2026 Compare

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