SmartAssets

SmartAssets Finserve Private Limited

About this app

SmartAssets is an application provided by SmartAssets Finserve Private Limited, designed for investors to conveniently manage their investment portfolios and access information about SmartAssets' App. The app primarily covers Mutual Funds and Equity Shares, offering several key features to assist investors:

1. **Family Portfolio**: Investors can review the updated Family Portfolio, which likely includes all family members' investments.

2. **Applicant Portfolio**: This feature allows investors to check their portfolios based on specific applicants or account holders.

3. **Asset Allocation**: Investors can gain insights into their Net Worth and its composition, helping them understand how their investments are distributed across different asset classes.

4. **Sector Allocation**: This feature provides information about sector-wise allocation of the investment portfolio, helping investors identify their exposure to different industries or sectors.

5. **Scheme Allocation**: Investors can view their total exposure across various investment schemes and their current values.

6. **Last Transaction**: This section allows investors to review their last 10 transactions, providing a transaction history for reference.

7. **One Day Change**: Investors can monitor how their schemes performed on the previous day, offering a snapshot of short-term performance.

8. **Latest NAV**: This feature enables tracking of the Net Asset Value (NAV) for any schemes in the portfolio.

9. **Scheme Performance**: Investors can assess the top-performing schemes based on returns, aiding in investment decision-making.

10. **By Folio**: This feature allows investors to check their scheme-wise and folio-wise balance units and current values, providing a detailed breakdown of their investments.

11. **Tools**: The app includes various financial calculators that can assist investors in financial planning and decision-making.

Note: To access the portfolio information in this app, users are required to have an Online Portfolio Viewer Account provided by SmartAssets. This likely involves creating an account with SmartAssets to link and manage their investment holdings through the app.

What’s new

- Enhanced security with VAPT fixes, SSL Pinning & 2FA
- Added Fundsnet Mobile support
- Added Contact Us on Sign In & Share Folio Details
- Added Custom Period, SIP Delay & Step-Up Calculators
- Added Cancel Order in NSE Invest Track Order
- Added Last Financial Year export option
- Improved Financial Calculators & Goal Reports
- Improved MF Central, Portfolio Reports & Sharing
- Improved Notifications, Navigation, KYC & Risk Profile
- Improved Broker Dashboard & CRM integration