SMRConsultancy
Excel Net Solutions Pvt. Ltd. Finance
SMRConsultancy is a FREE app for Investor to track their portfolio.
- Downloads
- 569+
- on Google Play
- Price
- Free
- No in-app purchases
- Updated
- Oct 28
- 2026 · v1.8.2
Screenshots
About SMRConsultancy
Key Features of SMRConsultancy
1. Family Portfolio- Check updated Family Portfolio.
2. Applicant Portfolio- Check updated Applicant wise Portfolio.
3. Asset Allocation- Get the details of your Net Worth and its composition.
4. Sector Allocation- Get to know sector wise allocation of your investment.
5. Scheme Allocation- Total exposure in different schemes and its current value.
6. Last Transaction- Check your last 10 Transactions which have done.
7. One Day Change- Check how your Schemes performed yesterday.
8. Latest NAV- Track the NAV for any schemes.
9. Scheme Performance- Check the Top Performing Scheme based on returns.
10. By Folio - Check your scheme wise and folio wise balance units and current values.
11. Tools - Contains different financial calculators for your help.
PS: To access portfolio in this app you must have Online Portfolio Viewer Account provided by SMR Consultancy (P) Ltd. To have an account with us please email us at [email protected]
What’s new
Version 1.8.2 · Updated October 28, 2026
- Revamped Investor and Advisor Dashboards - Calendar added; AUM Reports moved to Menu - Portfolio revamped with Active Units XIRR - Reasons to Connect added to Advisor Dashboard - Baskets live for NSE and MFU users - Support chatbot added - CAMS SOA Request now working - Fixed multiple users registered error on mobile login - Calculators revamped - Managed/External filter added to Portfolio and Investor Dashboard - Improved app stability, performance
User reviews
Very user friendly and informative for investors.. 👍
Alternatives to SMRConsultancy
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| App | Rating | Price | Installs | Last updated | Compare |
|---|---|---|---|---|---|
| SMRConsultancy | – | Free | 500+ | Oct 28, 2026 | |
| Mint by Investwell | – | Free | 100,000+ | Oct 29, 2026 | Compare |
| Assistant Harsh Investment | – | Free | 100+ | Aug 12, 2026 | Compare |
| Jain Invest | – | Free | 1,000+ | Oct 29, 2026 | Compare |
| My First Portfolio | – | Free | 100+ | Oct 28, 2026 | Compare |
| Opulence Harsh Chaturvedi | – | Free | 500+ | Oct 28, 2026 | Compare |
| Future Wealth | – | Free | 1,000+ | Oct 28, 2026 | Compare |
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