Roshan Financial Services
100+
Downloads
Everyone
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About this app
Roshan Financial Services is a versatile investment application designed to empower users in effectively managing their financial portfolios. Here are some of the key features and services offered by the app:
1. **Asset Access**: Users can conveniently access a diverse range of financial assets, including Mutual Funds, Bonds, Fixed Deposits, Portfolio Management Services (PMS), and Insurance, all within a single platform.
2. **Comprehensive Financial Reports**: The app provides detailed reports covering all financial assets, offering users a clear and complete view of their financial status to support informed decision-making.
3. **User-Friendly Login**: Easy login through a Google email ID simplifies the authentication process.
4. **Transaction History**: Users can generate transaction statements for their desired timeframes, facilitating the review of investment histories and tracking of financial activities.
5. **Capital Gain Analysis**: Advanced capital gain reports assist users in accurately calculating and reporting capital gains, especially for tax-related purposes.
6. **Document Management**: Users can conveniently download account statements from any Asset Management Company (AMC) in India with a single click, enhancing accessibility to important investment documents.
7. **Online Investing**: The app streamlines the process of investing in various mutual fund schemes and new fund offers online, with order tracking until unit allotment for transparent investing.
8. **SIP Monitoring**: Users receive updates on their ongoing and upcoming Systematic Investment Plans (SIPs) and Systematic Transfer Plans (STPs) through an SIP report.
9. **Insurance Tracking**: Users can easily monitor insurance policies and keep track of premium payment deadlines using the app.
10. **Folio Insights**: The app offers comprehensive information about folios registered with each Asset Management Company (AMC), providing valuable insights into users' investment holdings.
11. **Financial Tools**: Roshan Financial Services offers a variety of financial calculators and tools, including retirement planners, SIP calculators, SIP delay estimators, SIP step-up calculators, marriage financial planners, and EMI calculators. These tools assist users in making well-informed financial decisions tailored to their specific financial goals and needs.
Roshan Financial Services is a comprehensive platform that enables users to efficiently manage their investments, track financial objectives, and make informed financial decisions, all supported by a wide range of features and tools.
1. **Asset Access**: Users can conveniently access a diverse range of financial assets, including Mutual Funds, Bonds, Fixed Deposits, Portfolio Management Services (PMS), and Insurance, all within a single platform.
2. **Comprehensive Financial Reports**: The app provides detailed reports covering all financial assets, offering users a clear and complete view of their financial status to support informed decision-making.
3. **User-Friendly Login**: Easy login through a Google email ID simplifies the authentication process.
4. **Transaction History**: Users can generate transaction statements for their desired timeframes, facilitating the review of investment histories and tracking of financial activities.
5. **Capital Gain Analysis**: Advanced capital gain reports assist users in accurately calculating and reporting capital gains, especially for tax-related purposes.
6. **Document Management**: Users can conveniently download account statements from any Asset Management Company (AMC) in India with a single click, enhancing accessibility to important investment documents.
7. **Online Investing**: The app streamlines the process of investing in various mutual fund schemes and new fund offers online, with order tracking until unit allotment for transparent investing.
8. **SIP Monitoring**: Users receive updates on their ongoing and upcoming Systematic Investment Plans (SIPs) and Systematic Transfer Plans (STPs) through an SIP report.
9. **Insurance Tracking**: Users can easily monitor insurance policies and keep track of premium payment deadlines using the app.
10. **Folio Insights**: The app offers comprehensive information about folios registered with each Asset Management Company (AMC), providing valuable insights into users' investment holdings.
11. **Financial Tools**: Roshan Financial Services offers a variety of financial calculators and tools, including retirement planners, SIP calculators, SIP delay estimators, SIP step-up calculators, marriage financial planners, and EMI calculators. These tools assist users in making well-informed financial decisions tailored to their specific financial goals and needs.
Roshan Financial Services is a comprehensive platform that enables users to efficiently manage their investments, track financial objectives, and make informed financial decisions, all supported by a wide range of features and tools.
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No data shared with third parties
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No data collected
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Data is encrypted in transit
You can request that data be deleted
What's new
- Improved My Journey So Far
- Improved Client Search
- AMFI Registered MFD added
- Improved Fund Picks
- Improved My Orders
- Fixed Address Screen Issue
- Resolved Crashes
- General Update
- Improved Client Search
- AMFI Registered MFD added
- Improved Fund Picks
- Improved My Orders
- Fixed Address Screen Issue
- Resolved Crashes
- General Update
