Roshan Financial Services
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Roshan Financial Services
Roshan Financial Services

Roshan Financial Services

Investment Portfolio App for customers of Roshan Financial Services

App Size: Varies With Device
Release Date: May 29, 2021
Price: Free
Price
Free
Size
Varies With Device

Screenshots for App

Mobile
Roshan Financial Services is a versatile investment application designed to empower users in effectively managing their financial portfolios. Here are some of the key features and services offered by the app:

1. **Asset Access**: Users can conveniently access a diverse range of financial assets, including Mutual Funds, Bonds, Fixed Deposits, Portfolio Management Services (PMS), and Insurance, all within a single platform.

2. **Comprehensive Financial Reports**: The app provides detailed reports covering all financial assets, offering users a clear and complete view of their financial status to support informed decision-making.

3. **User-Friendly Login**: Easy login through a Google email ID simplifies the authentication process.

4. **Transaction History**: Users can generate transaction statements for their desired timeframes, facilitating the review of investment histories and tracking of financial activities.

5. **Capital Gain Analysis**: Advanced capital gain reports assist users in accurately calculating and reporting capital gains, especially for tax-related purposes.

6. **Document Management**: Users can conveniently download account statements from any Asset Management Company (AMC) in India with a single click, enhancing accessibility to important investment documents.

7. **Online Investing**: The app streamlines the process of investing in various mutual fund schemes and new fund offers online, with order tracking until unit allotment for transparent investing.

8. **SIP Monitoring**: Users receive updates on their ongoing and upcoming Systematic Investment Plans (SIPs) and Systematic Transfer Plans (STPs) through an SIP report.

9. **Insurance Tracking**: Users can easily monitor insurance policies and keep track of premium payment deadlines using the app.

10. **Folio Insights**: The app offers comprehensive information about folios registered with each Asset Management Company (AMC), providing valuable insights into users' investment holdings.

11. **Financial Tools**: Roshan Financial Services offers a variety of financial calculators and tools, including retirement planners, SIP calculators, SIP delay estimators, SIP step-up calculators, marriage financial planners, and EMI calculators. These tools assist users in making well-informed financial decisions tailored to their specific financial goals and needs.

Roshan Financial Services is a comprehensive platform that enables users to efficiently manage their investments, track financial objectives, and make informed financial decisions, all supported by a wide range of features and tools.
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Roshan Financial Services 2.1.1 Update
2023-12-18 Version History
- Introduced Custom Links
- Introduced New Colors of Charts
- Fixed Portfolio Summary & Valuation > Family Member Download Issue
- Fixed NFO Listing
- Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions
- Showing only Active Insurance Policies
- Fixed Crashes

~ROSHAN FINANCIAL SERVICES
More Information about: Roshan Financial Services
Price: Free
Version: 2.1.1
Downloads: 127
Compatibility: Android 4.4
Bundle Id: com.dwt.roshanwealth
Size: Varies With Device
Last Update: 2023-12-18
Content Rating: Everyone
Release Date: May 29, 2021
Content Rating: Everyone
Developer: ROSHAN FINANCIAL SERVICES


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