DHANVARDHAN FINSERV

DHANVARDHAN FINSERV is Portfolio Tracking App

Developer: DHANVARDHAN WEEALTH PRIVATE LIMITED

App Size: Varies With Device

Release Date: Feb 27, 2024

Price: Free

Price

Free

Screenshots for App

Mobile

DHANVARDHAN FINSERV is Portfolio Tracking App only for Clients of DHANVARDHAN FINSERV PRIVATE LIMITED

Our clients can login here and track their investments in various instruments such as :

1. Mutual Funds
2. Shares
3. Fixed Deposits
4. Other Assets like Real Estate, PMS etc.

The app provides a snapshot of your current investments as well as details of the scheme wise investments. You may download portfolio reports also.

Online investments in mutual fund schemes is also available :

Users may view and invest in:

1. Top Performers of Mutual Funds
2. New Funds Offers (NFO)
3. Top SIP Schemes

Simple financial calculators are provided to view the power of compounding over time.

These included:
- Retirement Calculator
- Education Fund Calculator
- Marriage Calculator
- SIP Calculator
- SIP Step up Calculator
- EMI Calculator
- Lumpsum Calculator

Suggestions and Feedback may please be sent to [email protected]

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DHANVARDHAN FINSERV 1.2.9 Update

2025-09-06 Version History

- Added Importing external portfolios (via MF Central CAS).
- BSE Order history - Added action to fetch Real time order status
- New Investment NSE - Added option to Choose Folio bank
- Enhanced Security Measures
- Goal Planner - Edit / Delete Goals
- Capital Gain Unrealized - As per New Income tax rules
- Changed NSE Add Bank to Manage Banks and improved it's functionality
- Fixed NSE, BSE, MFU Order placing issues
- Fixed One-Day Change in Shares/Bonds.
- Fixed Crashes

~DHANVARDHAN WEEALTH PRIVATE LIMITED