Inserv Financial

INSERV FINANCIAL SERVICES PRIVATE LIMITED Finance iPhoneiPadiPod touch

Inserv Financial is a free Finance app for iPhone and iPad by INSERV FINANCIAL SERVICES PRIVATE LIMITED. Rated 4.5/5 from 2 ratings. Requires iOS 16.0.

Rating: 4.5; 2 ratings
Price: Free; on the App Store
Size: 85 MB; Age 4+
Updated: Aug 13; 2026 · v5.4.5

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About Inserv Financial

Inserv 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 - 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 5.4.5 · Updated August 13, 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, INSERV FINANCIAL SERVICES PRIVATE LIMITED, reported these privacy practices to Apple.

Data Not Collected

The developer does not collect any data from this app.

App details

Inserv Financial is a free Finance app for iPhone, iPad and iPod touch, developed by INSERV FINANCIAL SERVICES PRIVATE LIMITED. It is rated 4.5 out of 5 from 2 ratings on the App Store, requires iOS 16.0 or later and is 85 MB to download. It was first released on December 20, 2021 and last updated on August 13, 2026.

Category: Finance
Rating: 4.5 / 5 (2 ratings)
Price: Free
Version: 5.4.5
Size: 85 MB
Requires: iOS 16.0 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: December 20, 2021
Last updated: August 13, 2026
Developer: INSERV FINANCIAL SERVICES PRIVATE LIMITED

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Alternatives to Inserv Financial

Looking for apps like Inserv Financial? Here are 6 similar apps on the App Store. The highest rated is First United Wealth Management (5.0/5), and all 6 are free to download.

Inserv Financial vs. alternatives
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