Allwin Finserv Private Limited

iOS Universel / Finance

Allwin Finserv Private Limited is one-stop shopping for all your Investment needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets:

- Mutual Funds
- Equity Shares
- Bonds
- Fixed Deposits
- PMS
- Insurance

Key Features:

- Complete Portfolio report download including all assets.
- View historical Performance of your Portfolio easily
- Easy login via your Google email id.
- Transaction statement of any period
- 1 Click Statement of Account Download for any Asset Management Company in India
- Advanced Capital Gain Reports
- Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency
- SIP Report to be informed of your Running and Upcoming SIPs, STPs.
- Insurance list to keep track of premiums to be paid.
- Folio details registered with each AMC.

Calculators and Tools available:

- Retirement Calculator
- SIP Calculator
- SIP Delay Calculator
- SIP Step up Calculator
- Marriage Calculator
- EMI Calculator

Quoi de neuf dans la dernière version ?

- Introduced CRM module in the Broker Dashboard
- Implemented Digital Accessibility features in compliance with the Rights of Persons with Disabilities guidelines
- Added Dark Theme for improved user experience
- Enabled Font Size customization for better readability
- Introduced Multi-Lingual support