SmartAssets Finserve
SMARTASSETS FINSERVE PRIVATE LIMITED Finance iPhoneiPadiPod touch
SmartAssets Finserve is a free Finance app for iPhone and iPad by SMARTASSETS FINSERVE PRIVATE LIMITED. Requires iOS 16.0. Updated August 19, 2026.
- Price
- Free
- on the App Store
- Size
- 86 MB
- Age 4+
- Updated
- Aug 19
- 2026 · v1.3.8
Screenshots
About SmartAssets Finserve
SmartAssets Finserve is one-stop shopping for all your Financial 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 Performace 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 1.3.8 · 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, SMARTASSETS FINSERVE PRIVATE LIMITED, reported these privacy practices to Apple.
Data Not Collected
The developer does not collect any data from this app.