Shree Finserv

Shree Finserv

About this app

Shree Finserv is an all-in-one personal finance app that helps you manage your portfolio like a pro.

With over 20 asset classes available, including mutual funds, stocks, insurance, fixed income, commodities, real estate, NPS, small savings schemes, and loans, you can easily add, edit, and delete assets. The interactive goal planning module helps you track your financial goals' progress, and the profile page brings all profiling related information at one place for easy access.

Shree Finserv also offers great security measures throughout the app, including a PIN and biometric security features like fingerprint unlock and face detection unlock.

What’s new

- Mandatory Risk Profiling
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Message
- Fixed Crashes & Other Issues