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Screenshots

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About PlanMoney.

What can you do? - View Portfolio valuation - Get Summary of Investment report with XIRR and Absolute return. - Latest transaction and dividend information - Dashboard with full portfolio details. - Transaction details, Systematic Transactions details , Tax planning transaction details. - Portfolio details with XIRR and Absolute returns. Note:- To access this application, you require Login ID & Password provided by PlanMoney.

What’s new

Version 2.0.1 · Updated August 19, 2026

- Enhanced security with VAPT improvements & 2FA - Added Fundsnet Mobile support - Added Contact Us on Sign In & Share Folio Details - Added Custom Period, SIP Delay & Step-Up Calculators - Revamped Financial Calculators & improved Goal Reports - Improved MF Central, Portfolio Reports & Navigation - Improved Notifications, Multi-language, KYC & Risk Profile - Improved CRM integration & Dashboard experience - Performance improvements with bug & crash fixes

App privacy

The developer, TJS FINANCIAL SERVICES LLP, reported these privacy practices to Apple.

Data Not Collected

The developer does not collect any data from this app.

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