SP Finserve: Mutual Funds

SP FINSERVE PRIVATE LIMITED

About this app

SP Finserve's Mutual Funds offering is an advanced and comprehensive application that provides a one-stop solution for managing all your financial needs. The app allows you to effectively handle various aspects of your financial portfolio, including Mutual Funds, Equity Shares, Bonds, Fixed Deposits, Portfolio Management Services (PMS), and Insurance.

Key features of the app include:

1. **Detailed Portfolio Report:** The app provides a comprehensive report that covers all your assets, giving you a clear overview of your financial holdings.

2. **Easy Login:** You can conveniently log in to the app using your Google email ID, making the process quick and hassle-free.

3. **Transaction Statement:** Access transaction statements for any desired period to keep track of your investment history.

4. **Capital Gain Reports:** The app offers advanced capital gain reports, which are valuable for tax planning and understanding the performance of your investments.

5. **One-Click Account Statements:** Easily download account statements for any Asset Management Company (AMC) in India.

6. **Online Investment:** Invest in any mutual fund scheme or new fund offer online through the app, ensuring a seamless investment experience.

7. **Order Tracking:** Keep track of all your orders until the units are allotted, ensuring transparency in the investment process.

8. **SIP Report:** Stay informed about your running and upcoming Systematic Investment Plans (SIPs) and Systematic Transfer Plans (STPs).

9. **Insurance Premium Tracking:** The app helps you keep track of insurance premiums that need to be paid.

10. **Folio Details:** Access folio details registered with each Asset Management Company.

11. **Calculators and Tools:** The app provides a range of calculators and tools to assist you in various financial need base assessment, including retirement assessment, SIP calculations, marriage expenses, EMI calculations, etc.

With such features and capabilities, SP Finserve: Mutual Funds aims to empower users to manage their financial portfolios effectively, make informed investment decisions, and plan for their future financial goals efficiently.

What’s new

- Fulfilled Google 16 KB Requirements
- AMFI links Updated
- Contact Screen for RIA
- Added Font-Size Setting In-App
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Fixed Weekly SIP Dates in NSE Invest
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes