Manish Aggarwal

iOS Universel / Finance

Manish Aggarwal is one-stop shopping for all your Complete Financial 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 (54EC, SGB, RBI, etc.)

• Fixed Deposits

• PMS

• Insurance



Key Features:



• Complete Portfolio report download including all assets.

• View historical Performance of your Portfolio easily.

• One Click Gmail Login.

• Transactions statement since inception.

• Instant and 1 Click Statement of Account Download for any Mutual Fund AMC in India.

• Industry 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.

• Portfolio view of External Investment made with other distributors.



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 ?

- Added CRM module in Broker Dashboard
- Implemented digital accessibility (RPwD compliant)
- Introduced Dark Theme
- Enabled multi-language support
- Added font size customization
- Updated NAV Lookup & Factsheet (Mobile)
- Improved transactions pagination
- Fixed Portfolio as on Date
- General bug fixes & performance improvements